It’s an eclectic mix across the top of our best performers list with a variety of US cyclical sectors, commodities, and FX-related trades near the top. We note small caps have delivered a pretty strong performance, especially value-oriented stocks. Banks in the US have also been a pretty strong performer over the past week. On the other side of the ledger, gold miners continue to get hit hard and a variety of EM countries have also lagged somewhat.
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