From the FXWW Chatroom: With no overall rotation signal between bonds and equities, country specific themes within asset classes dominate the rebalancing signal in November.
· UK and Euro area equities and CEE bonds receive the strongest inflow signals. The US is also likely to see a rotation into bonds. Asian bonds and Latam equities may also see rebalancing inflows.
· The FX hedge rebalancing signals suggest selling of USD and buying of JPY and GBP this month end. Please open the attached file to read the full article.
View the latest market information in the FXWW Chatroom with a free trial