Chart Of The Week
Short Japan, Long Freight: Trade the Gap
Sell Japanese equities and buy global transportation stocks to capture an overdue mean-reversion in trade-exposed assets. Our Chart Of The Week comes from Mathieu Savary, Chief DM ex. US Strategist. The post-Liberation Day rally lifted the unhedged…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Stay on top of market events and BCA's latest ideas, with high value, timely insights delivered to your inbox daily.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.