"Executed flow across our US equities franchise on Friday had +580bps buy skew vs 30d avg of -74bp sell skew. Asset managers had a +15% buy skew, the highest since first week of 2023 and is 91st percentile... we have CTAs as buyers of $22b of US equities over the next week" - GS
@zerohedge Maybe "nobody rings a bell at the top," but the $SIVB & $CS failures were sure a loud alarm clock that "investors" have snoozed to dream of $AAPL & $MSFT for 15 more minutes... 😴 x.com/eventuallycc/s…
@zerohedge Maybe "nobody rings a bell at the top," but the $SIVB & $CS failures were sure a loud alarm clock that "investors" have snoozed to dream of $AAPL & $MSFT for 15 more minutes... 😴 x.com/eventuallycc/s…
@zerohedge " Impressive! What were the drivers behind this positive skew?
@zerohedge No Landing scenario coming back around Monday morning on CNBC... I can see it now.