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China just dumped the largest amount of U.S. Treasuries and
Agency Debt in history, offloading a total of $53.3 billion |
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00:01 -
23/05/24 |
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Hedge funds remain very long tech ... and are still barely
long energy, materials, and utilities in terms of their
overall allocations. |
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China just dumped the largest amount of U.S. Treasuries and
Agency Debt in history. Probably Fine
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Investor allocation to Real Estate falls to lowest level in
15 years |
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Hedge fund gross leverage is nearing highs around 270%, an
extreme that could increase volatility within concentrated
areas of exposure |
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