In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.
This episode was recorded on February 27, 2023.
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