Daily BriefsMacro

Daily Brief Macro: Positioning Watch: How Big Were the SVB Flows? and more

In today’s briefing:

  • Positioning Watch: How Big Were the SVB Flows?

Positioning Watch: How Big Were the SVB Flows?

By Andreas Steno

  • Positioning and flows were very volatile last week due to the stress around SVB
  • Bond buyers were back, while USD selling was seen, but neither in any big size
  • Equity flows were actually positive until Friday and positioning remains short

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