
Key points
CTA positioning in US equities and scenario flows | Now 36.9 vs 32.4 average, base case buys ~$8.5bn of SPX
Image source: @neilsethinew

CTA positioning in US equities and scenario flows | Now 36.9 vs 32.4 average, base case buys ~$8.5bn of SPX
Image source: @neilsethinew