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The long is long

They are long up here

Non dealers US equity futures positioning is rather long again. We have seen slightly longer positioning, but the brutal move since the crowd was short has been extreme.

Source: GS

SPX - economic surprises what?

Source: Refinitiv

The buyback "delta" is fading

Source: UBS

Et tu retail 

Sentiment in no man's land

Source: Morgan Stanley

Brent undervalued below USD 80/bbl

Source: Deutsche Bank

Computers and oil

Source: GS

Under pressure

Source: Soc Gen

"Inverse" fear

Source: Refinitiv

Long term protection

Source: Soc Gen