Summer Melt-Up Set-Up: $7 Trillion On The Sidelines Eye NVDA & BTC...
What's not to like...?
Equities may be at all-time highs, but positioning and sentiment still don’t scream euphoria. With neutral fund flows, massive sidelined cash, and no real signs of exuberance, the setup supports a potential melt-up — especially if CTAs, volatility traders, and retail all step in. Let's have a look at the most important charts over the weekend.