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High conviction neutral

Last 3 months - just a non-event...

NASDAQ trading at the same levels we traded at in mid June. A lot of things now feel like "truly neutral" and volatility has completely collapsed. How long can it last?

Source: Refinitiv

We made it to 100 days

Source: Refinitiv

High-conviction neutral

Source: Morgan Stanley

Equities: The price is right

Source: Goldman

Treasuries: The price is right

Source: JPM

Breakevens: The price is right

Source: JPM

Volatility a teen forever

Source: Barchart

Subsiding rates volatility

Source: JPM

Absolutely no factor volatility

Source: Goldman

VIX beta is dead

Source: Nomura

Selling gamma is king

Source: Nomura