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EMEA Morning Briefing: Stock Futures Decline at Start of Week

MARKET WRAPS Watch For: Germany industrial production index; U.K. Halifax house price index, BRC-KPMG retail sales monitor; trading updates from Siemens Energy, Dechra Pharmaceuticals, SAS.

Wall Street: Wall Street already positioning for a post-rate-hike world

JPMorgan Asset Management is plowing into equities and at least one Invesco fund has done an about-face from its previous cautious positioning. DataTrek says investors are now betting on individual stocks instead of trading on macro themes.

Wall Street Is Already Positioning for a Post-Rate-Hike World

Wall Street Is Already Positioning for a Post-Rate-Hike World
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Wall Street Already Positioning for a Post-Rate-Hike World

(Bloomberg) Wall Street is so convinced that the Federal Reserve’s restrictive policies are nearing an end that money managers are already trading as if rate hikes were a thing of the past. Most Read from BloombergThe Bear Market Has Nearly Been Erased, Fewer Than 20 Months After It BeganPutin Warns Poland Over ‘Aggression’ Against Ally BelarusUS Recession Becomes Closer Call as Economists Rethink ForecastsWhy South Africa Is on the Brink of ChaosOil Trader Vitol Doubled Average Pay on Record

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