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Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action

"Many macro fundamental narratives were presented to explain the price action the past week, but"...

"Many macro fundamental narratives were presented to explain the price action the past week, but"...
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5 comments on “Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action

  1. makes sense. retail isnt stampeding in, or rather out, to sell. theyve been well trained to buy the dips, ignore pullbacks, blame “etfs”, and focus on seasonally massaged, slow moving generalized economic data to make market investment decisions. they will sell some once we see a sub 1% gdp print, then sell by the bucket once the margin and portfolio lending margin calls come in.

  2. Treasury is selling $300 billion of debt next week though. Guess it’ll be a good test of how much QT matters.

  3. Harvey Darrow Cotton

    No wonder people call him God. He is also unfalsifiable. ‘The line will squiggle up, but if it squiggles down it is because of reasons.’ Got it.

  4. Pingback: Explaining This Week’s Price Action And A Warning On Scarce Dollars | Hynana

  5. Pingback: Explaining This Week’s Price Action And A Warning On Scarce Dollars – PortfolioThought

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