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.
Stocks need to “respect” rate hike “lags”
David Llewellyn-Smith
Monday 18 September 2023
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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