Investors maintaining bullish outlooks … ~75% of all inflows have been directed into equity ETFs over past 3 months; large caps losing popularity while global, small-cap & thematic gaining interest @DataArbor pic.twitter.com/qZbzvtn2tt
— Liz Ann Sonders (@LizAnnSonders) January 11, 2021
Equity positioning (continued):
Adjusted by Open Interest, Managers are holding a Top 9% exposure in all history.
If this goes higher, Stocks could get choppy (or worse) – there is room to extend, but don't overstay when they go all-in.
Will revisit this, stay tuned. pic.twitter.com/6KXDHU6LQX
— Macro Charts (@MacroCharts) January 11, 2021
For The First Time Ever, Real US Investment Grade Yields Turn Negative https://t.co/Ao5ZJCj8ua
— zerohedge (@zerohedge) January 11, 2021
Five Reasons Why Runaway Inflation Is Imminent According To Morgan Stanley https://t.co/BYbo2T6FjS
— zerohedge (@zerohedge) January 10, 2021
— Christophe Barraud🛢 (@C_Barraud) January 11, 2021