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The panic is gone, says TME.
Weekend WTF charts
Risk has been sucked out, panic has been totally “eradicated” and AI has barely re-grossed post the Leo Low. The unstoppable Republican-trade is rolling over. And Wall Street strategist signals still scream sell. Welcome to this somewhat schizophrenic weekend chart dump on positioning and sentiment.
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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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