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.
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Positioning Watch: Does positioning and fund flows unfog the ambiguity ruling markets?
In this somewhat unusual edition of the ‘Positioning Watch’ we’ll take a look at relevant and readily available data to assess whether we are leaning with or against the wind. Maybe this can provide further insight into the ambiguity which we have experienced in markets lately.
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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
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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?
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Positioning Watch – Is this a bear market rally or the beginning of a bull run?
We look into how traders are positioned every Saturday to assess whether we are leaning with or against the wind. Is this a new bull run or just another bear market rally? Let’s have a look at the numbers
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Positioning Watch – A sentiment-gauge across asset classes
Saturday is here, and we hope that you all have a great weekend. Meanwhile, Saturday also means fresh CFTC COT data, so while we endorse you to kick up your feet, we’ll present to you our updated dashboards on positioning across asset classes and highlight the peculiarities that catch our eyes.
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Positioning Watch – How are traders positioned?
Each Saturday we provide you with the updated positioning across asset classes and highlight the anomalies we find. Are you leaning the same way as the crowd? Check it out here.
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