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There's some degree of froth in these markets based on very
low single stock put-call skew. Positioning is a 9 out of 10
in terms of bullishness.
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00:01 - 12/12/24
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Retail has never been this bullish on the stock
market before, according to Deutsche Bank
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Hedge funds remain underallocated to tech
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Credit markets are complacent about risks
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The market is already pricing in another 25 bps rate
cut on December 18, bringing the Fed Funds Rate down to
4.25-4.50%. But the next few inflation reports are expected
to trend higher and the Fed will likely be forced to pause
in January.
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