Tech Stocks – What Do You Think Is Currently the Most Crowded Trade?
Tech Stocks – What Do You Think Is Currently the Most Crowded Trade? The most crowded trade is still “Long Tech” at 40%. Image: BofA Global Fund Manager Survey
Reflation Trade Positioning Indicator
Reflation Trade Positioning Indicator Is the reflation trade over? Image: Topdown Charts
Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World
Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World Will the safe-haven U.S. dollar continue to rise amid Delta COVID variant outbreak? Image: BCA Research
Notional Volume Traded in Listed U.S. Equity Options
Notional Volume Traded in Listed U.S. Equity Options Will the surge in option volumes continue? Image: Goldman Sachs Global Investment Research
Markets Performance – Reflation Trade
Markets Performance – Reflation Trade Has the reflation trade run its course already? Image: Goldman Sachs Global Investment Research
Reflation Trade – U.S. Bond and Equity Markets
Reflation Trade – U.S. Bond and Equity Markets Is the U.S. reflation trade still alive? Image: BCA Research
U.S. Trade-Weighted Dollar and Twin Deficits as % of GDP (Leading Indicator)
U.S. Trade-Weighted Dollar and Twin Deficits as % of GDP (Leading Indicator) Historically, the twin deficits tend to lead the U.S. dollar by two years. Image: Deutsche Bank
Bubbles – FMS Investors and the Most Crowded Trade
Bubbles – FMS Investors and the Most Crowded Trade Are tech stocks and Bitcoin in bubble territory? Image: BofA Global Fund Manager Survey
Number of Call Options Traded Each Week
Number of Call Options Traded Each Week Call option volume is continuing to soar. Does it suggest a future market meltdown? Image: Financial Times
World Trade Volume of Goods and Services
World Trade Volume of Goods and Services The International Monetary Fund expects global trade to rebound in 2021 and 2022. Image: Bloomberg