The David Lin Report · Friday, July 31, 2026
Florian Gomez expresses caution regarding market direction, stating he prefers to wait for more clarity. He anticipates that key events like the Jackson Hole meeting and early September will provide a clearer indication of the next market moves.
“I think we're going to see more clear what what actually really is is the next move for the markets.”
“I don't feel the need to be aggressively positioned here. Even though you might miss the initial start of a move, I think it's totally unclear here and I prefer to wait to get more clarity towards end of August, Jackson Hole meeting and then into early September.”