Alex Malitas – Bianco Research Advisors

January 27, 2026

The 'sell America" trade upset the dollars recovery, the Index takes a shift away and looks to pick up some yield.

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Positioning Update

January 2026: New Year, Same Thinking

December 26, 2025

As we enter the 2026 calendar year, the Index remains long the dollar and the committee expects higher rates.

Positioning Update

December 2025: Return of the Dollar

November 24, 2025

After a year of struggles, the dollar looks to be an attractive investment opportunity in December.

Positioning Update

November 2025 Index Positioning

October 28, 2025

A description of index positioning effective November 3, 2025

Positioning Update

October 2025 Index Positioning

September 25, 2025

A description of index positioning effective October 1, 2025.

Positioning Update

September 2025 Index Positioning

August 26, 2025

A description of index positioning effective September 1, 2025.

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