All-Time-Low Risks at All-Time-Highs. Really?
Leading indicators leaning in favor of hedging
The excellent cross-asset team at Soc Gen says that several leading indicators are pointing to elevated risk over the next few months and that elevated political uncertainty is the latest spanner in the works. They recommend buying put spreads on the S&P500 and Eurostoxx50 indices. This email will highlight the aspects of the market with flashing warning signs that Soc Gen's cross-asset gurus are having trouble ignoring.