V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades: J.P. Morgan Latest Notes

Research Reports

Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning Global Quantitative and Derivatives Strategy Marko Kolanovic, PhD AC In early January we explained the flows behind the Q4 market collapse, arguing that market should recover its losses (here, here). After an initial short covering rally,…...

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