Monday, February 15, 2010

Global Asset Class Competition

With the focus on 4 main asset classes. This chart is almost one week old, but still valid. Click on chart to enlarge, courtesy of Jan Bylov of Nordea Markets.

Although the uptrend in commodities appear to be broken, Societe Generale is trying to push the maximum overweight trade in commodities today, and prefers precious metals/energy vs base metals/softs ...

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