Light flow day ahead of data-dump this week but some other names were in play today that made sense (Discussed in premium). A lot of data tomorrow and this week so there are going to be shifts here just need to stay patient.
Boeing CEO resigns - gapping the stock up. This was an AST Opening trade last week in the portfolio.
The inflation trade is on for Q2. We have a theme; we then start digging into ideas to express the views on that theme.
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