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Wow. A record number of respondents
believe that stocks will be higher in 12 months and a
near-record expect lower rates during the same time
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00:01 - 03/12/24
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Hedge funds are aggressively
shorting the euro, according to Goldman. This is one reason
we're seeing dollar upside stall out. The positioning for
long dollar and short euro (yen and others) is lopsided and
crowded
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There have been record inflows
into equities over the last four weeks, according to BofA,
as investors experience FOMO during one of the best election
years for the market in history |
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Record levels of retail euphoria
spotted as 56.4% of US consumers expect stocks to be higher
in 2025.
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Short positioning in the Canadian dollar vs USD is getting
quite stretched here . . .
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