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Europe looks overheated — SaxoStrats#
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Kay Van-Petersen, macro strategist at Saxo Capital Markets, digests the market action seen in week 43 and gives his tactical positing.
Van-Petersen favours a USD step back, sees gold consolidating, and believes that European equities are overheated.
For more information please watch Macro Monday for Week 43 and read Italian equity index offers opportunity – #SaxoStrats