Strategic Intelligence August Portfolio Update
In the August briefing, Jim unpacked recent trends in the U.S. economy, the eurodollar futures market, the Fed’s repurchase program and more. He also explained why the trends we are seeing in each of these markets could lead to fireworks later in 2021. In today’s market environment, we see many areas of high risk with minimal upside, and a few areas of long-term opportunity. Dan gives guidance on the open positions in your portfolio.