...positioning has been overcrowded long. More people will be sucked in into the BTD only to be blindsided by a wave of new selling to pare down overpositioning.
...because the narrative around less confidence in AI's delivery is gaining traction.
CTAs will dump stocks over the next week in EVERY SINGLE SCENARIO warns Goldman Sachs. If the market trades lower, CTAs are projected to sell more than $7 billion worth of equities.
