Musalem: Wouldn't Support More Cuts If Inflation Risks Increase

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Go back to Musalem: Wouldn't Support More Cuts If Inflation Risks Increase

Deutsche Bank on US Markets: 'Equity positioning has risen to a one month high but is still only moderately overweight'

September 22, 2025 10:03 AM EDT

Deutsche Bank on US Markets: 'Equity positioning has risen to a one month high but is still only moderately overweight'.

The analyst comments "Back in early July we had noted that despite equities climbing to record highs, and a narrative of surging risk appetite, positioning in our reading then was only at neutral, albeit with some pockets of exuberance. Today, the S&P 500 has climbed further, equity positioning is also higher but still only moderately overweight, and there are signs of momentum chasing, but again only in some pockets: Equity positioning has risen to a one month... More