A Swing Fade Trade Based on the Big Picture
Combining macro analysis with relative weakness for an ideal trade setup
Today we’re having a look at an industry that seems to have room for a fade trade as a part of our end cycle thematic cross asset strategy.
Is the Global Economy Going to Dig Itself Out of this Hole?
While there’s lots of chatter about soft landing, often is the case that the consensus view on the economy is wrong. After all, mentions of soft landing right now match what we saw in 2008 before there was a rather sharp recession.
Past is by no means prologue for what’s to come, but we do believe that we’re approaching the end of this credit cycle, and as a result of that the thematic trades and investments we’re making are built around that.
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