What a week. Let’s have a look at flow and positioning indicators. Some of them will surprise you
Positioning Watch: How big were the SVB flows?
Let’s have a look at our flow -and positioning indicators after a week of market turbulence. How big were the SVB-fueled flows on Thursday and Friday? We look across assets in this analysis.
To read the full article, sign up for a 14-day FREE trial of the Premium plan.
Already a member? Login here
Positioning Watch: Investors are yet again short bonds..
We have looked at fund flows now that CFTC data on positioning remains unavailable due to a data-issue. Bond speculation is getting short again, while investors are not buying the rebounds in the USD and Tech/Discretionary stocks
To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan.
Already a member? Login here
Positioning watch – A turn to fund flows
What to do when COT-data is delayed? Here is a ‘special edition’ of our weekly ‘Positioning Watch’ covering recent fund flows in major ETFs in various asset classes. How do people really feel about the latest movements in markets not least given the absurd economic data released this week?
To read the full article, sign up for a 14-day FREE trial of the Premium plan.
Already a member? Login here
