Buy stocks as the Fed 'has plenty of bullets at its disposal': Alpine Macro

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US equities marginally net bought last week: Goldman Sachs

August 12, 2024 12:04 PM EDT

According to a recent note from Goldman Sachs, U.S. equities saw marginal net buying last week after eight consecutive weeks of selling.

The investment bank explained that this shift occurred during a week marked by significant volatility across global risk assets, despite the S&P 500 (SPX) ending the week relatively flat.

Goldman Sachs noted that while macro products were net sold for... More

Equity positioning 'abruptly' cut to below average: Deutsche Bank

August 12, 2024 9:08 AM EDT

Deutsche Bank analysts said in a note that there was a significant shift in equity positioning last week, marking one of the steepest declines in recent years.

The week is said to have seen a sharp reduction in aggregate equity positioning, plunging from a mid-July peak at the top of the historical range to a below-average or underweight level.

The investment bank said positioning,... More