Equity Flows.
Updating this stunning chart from DB:
(1) Tech keeps getting non-stop record flows. Nearly $50Bn YTD.
(2) Incredible how there's *still* so little net buying in 8 key Sectors – a winner-take-all market driven by extreme investor preferences. pic.twitter.com/1vzho8bKiV
— Macro Charts (@MacroCharts) October 26, 2020
Keeping an eye on this. Pay close attention to the charts from my Oct 12 report. Will share more in the coming days. pic.twitter.com/DJay4ttkp5
— Macro Charts (@MacroCharts) October 26, 2020
Hedge Funds are nearing a record long 10Y vs. 30Y UST position. The spread in speculative positioning as a % of open interest is above 20% for the first time since Aug ‘07, & before that Oct ‘00. Worth tracking. pic.twitter.com/X2a7AaYKKj
— Julien Bittel, CFA (@BittelJulien) October 26, 2020
JPMorgan: "over 70% of the increase in number of US cases has been due to increased testing" pic.twitter.com/8g2W8CFegY
— zerohedge (@zerohedge) October 26, 2020
Home sale prices are chasing aggressive climb in list prices, as per @Redfin … former has jumped +11% y/y while latter has stayed elevated at +13% @DataArbor pic.twitter.com/qsi7B5NVK7
— Liz Ann Sonders (@LizAnnSonders) October 26, 2020