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As funds flooded into Chinese stocks, we saw the fastest net
increase in history. Though we're still not anywhere near
stretched to the long side, per Goldman |
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00:01 - 09/10/24 |
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We are back in the peak buyback blackout period as about 96%
of
SPX
companies are on pause until after they report earnings, per
Goldman. |
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Parabolic moves driven in part by enormous margin buying
sprees don't end well when they were based on a rumor -- and
the actual news is disappointing |
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US wage growth began to outpace the rate of inflation in
early 2023, according to Statista |
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CTAs may become net sellers of
SPX
if we see much more downward pressure in the markets, per
Goldman's model |
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