Oz Blog News Commentary

Stocks need to “respect” rate hike “lags”

September 18, 2023 - 11:00 -- Admin

The Market Ear leads us off a helpful roundup of positioning. Hedge fund hit US hedge fund 20 day net flows hit the most negative (1 sigma) since mid-January. JPM PI Fairly heavily grossed up 1. “overall” feel is that we currently are at a fairly heavily ‘grossed’ up state. 2. Systematic community have flipped

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