Ive found the last few days very slow, not really being able to do much. Look s like most of the big players are out of the market waiting on the ECB rate decision as well as the Bank of England decision tomorrow. We have an estimate of a raise of 25bp by the ECB where as the Bank of England its still up in the air really, with worse manufacturing data but much better services data.
So not really much else to talk about till then.
The portfolio is inching up, but cant really pull the trigger as I don't see any good risk to reward opportunities right now, so I would rather stay out until better opportunities present itself.
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