TME Weekend: House-to-house

All quiet on the positioning front

Pretty similar backdrop to last week:

1. JPM: Overall positioning levels were fairly unchanged with the TPM Level at -0.3z (=fairly low, albeit not capitulatory). 

Finally

Source: Goldman

Safety bid

Source: Barclays

The Bid

Source: GS buyback desk

Meet the boss

Source: Barclays

Testing critical levels again

Source: Macrobond

House-to-house, block-to-block, urban warfare

Source: Telegraph / Bloomberg

CPI smells like that 21 spirit

Source: Jefferies

Lastly, four random observations