TME Weekend: QT in vogue, reversed iceberg and the fattest trade

What you missed this weekend

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1. The latest data from Morgan Stanley, Goldman and Deutsche Bank on who has aggressively been selling this past week - and how CTAs made a massive unexpected reversal.

Unsupportive policy: QT still in play

Source: BofA Quant

Worth 3 25bp hikes

Source: Morgan Stanley

A bearish take from Morgan Stanley's industrial team

Titanic market analogy

Source: Tony P, GS

Positioning: A little below neutral

Source: Deutsche Bank

Fat chance!

Source: Goldman

Final five