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The case for a renewed bear
We're taking a deliberately one-sided look at the risks building beneath the surface — and the case for a renewed bear. Become a Premium subscriber to read more.
Europe firing on all cylinders
CTAs are now the most net long European equities vs the US in two years, supported by improving earnings, stable inflation, M&A momentum, and strong fund inflows. Macro data shows resilience, and flow reversal suggests Europe may finally be catching up.
Will extreme shorting flip to large covering?
S&P 500 is up 18% from recent lows, but sentiment and positioning remain depressed. Extreme shorting has yet to trigger major covering. With low leverage, cautious sentiment, and strong retail inflows, there's room for more upside if momentum builds.
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