Top 5 Charts of the Day – October 24th 2020

Hedge Funds are "all-in" Stocks (updated):

GS PB data shows Equity LS Gross & Net leverage now the highest on record – moving off the chart.

These are major imbalances… increasing the risk of a deleveraging event.

h/t @themarketear pic.twitter.com/2flRjMljtU

— Macro Charts (@MacroCharts) October 23, 2020

Hedge Funds are all-in the largest Total Commodities exposure in history.

"When all the experts and forecasts agree – something else is likely to happen." – Bob Farrell pic.twitter.com/TK8ZDG8hJ1

— Macro Charts (@MacroCharts) October 24, 2020

Speculative positioning remains close to max long Euro (blue), despite core inflation having fallen near zero. An opportunity for the ECB, which can really shift market sentiment if it makes this coming week's meeting about the seriousness of deflation risk in the Euro zone… pic.twitter.com/KAKF4z1MQr

— Robin Brooks (@RobinBrooksIIF) October 24, 2020

US #liquidity injections during 9-months of #COVID19 are approx 10x those in 2008 #GFC pic.twitter.com/7f5xL2Px54

— CrossBorder Capital (@crossbordercap) October 24, 2020

Gold And Crypto: Is This How Charts Look Before A Monetary Collapse? https://t.co/uyIOhDt6cO

— zerohedge (@zerohedge) October 24, 2020