A round trip in DXY positioning. From the biggest short in 10Y at -32% of open interest, to a modest overweight of 1% now, this was the fastest 1M turnaround in net spec. positioning since June ‘18. The last 6X positioning turned positive after being >-20% of OI, it was bullish. pic.twitter.com/ikYZrimkZL
— Julien Bittel, CFA (@BittelJulien) October 23, 2020
Is the multi-year underperformance in small caps finally over? Below is a long-term chart showing relative performance.https://t.co/XeymCmeqqW
Source: Hugo Ste-Marie, Portfolio & Quantitative Strategy Global Equity Research, Scotia Capital @scotiabank pic.twitter.com/Y5LmJr5yNh
— (((The Daily Shot))) (@SoberLook) October 23, 2020
#Fed balance sheet hit fresh All-Time High. Total assets rose by $26bn from prior week, to $7.177tn on QE. Treasury securities rose by $25bn to $4.50tn. Now balance sheet equal to 37% of US's GDP vs #ECB's 66% and BoJ's 137%. pic.twitter.com/wnBuNEPGc0
— Holger Zschaepitz (@Schuldensuehner) October 23, 2020
Peak polarization pic.twitter.com/NywmPHznuh
— zerohedge (@zerohedge) October 23, 2020
It's all up to you #retail #investors. #Corps aren't playing this year. pic.twitter.com/HcdcqoEt8Z
— Lance Roberts (@LanceRoberts) October 23, 2020