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Manic Monday

Are they immune?

The big short that reversed into the big long. Almost hard to imagine non dealers are running these US futures longs...

Source: GS

The tech long

Source: DB

Systematics

Source: DB

CTA cheat sheet

Source: GS/TME
Source: GS

Surprise in a pic

Source: Nomura

SPX around VIX "events"

Source: TS Lombard

Stabilizer turned destabilizer

Source: GS
Source: GS

Green shoots of support?

Watching Japan for "clues"

Source: Refinitiv
Source: Refinitiv

SOX going sexy again?

Source: Refinitiv

Waking up

Source: GS