Top 5 Charts Of The Week - Wednesday, August 8

A review of market charts and a discussion on extremes in speculative futures positioning in stocks and bonds.

This week:

  1. Extremes in speculative futures positioning in stocks vs bonds
  2. USD becoming a crowded trade and what this means for the outlook
  3. EM risk pricing relief rally drivers and why it's likely to be short-lived
  4. Active vs passive fund flows and the new zero fee passive fund from Fidelity 
  5. Japanese government bond yields going to 1%? (and the role of the BOJ)

 Video Length: 00:11:15

Comments