This week was a little crazy. There was plenty of volatility impacted by earnings season, which led to upside and downside movements mainly in the stock market.
This macro report will be slightly different from the others. We will look at some assets where we see solid logic and will try to explain the BoE moves.
In our macro report, we monitor great extremes in negative sentiment, short-selling and option trading. Despite worsening macro, a possible rally is likely.