Equity and bond flows are skewed to the downside, according to CTAs

seekingalpha09-21

Commodity trading advisors, or CTAs, are expected to sell $47B of U.S. stocks over the next month, if the market turns negative. The picture looks “favorable for a few more [weeks], but then skewed to...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2469671131?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2086323993/image_2086323993.jpg","is_english":true,"pubTime":"2024-09-21 01:18","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2469671131","market":"sg","top_or_hot":-1,"title":"Equity and bond flows are skewed to the downside, according to CTAs","media":"seekingalpha","content":"<div>\n<p>Commodity trading advisors, or CTAs, are expected to sell $47B of U.S. stocks over the next month, if the market turns negative. The picture looks “favorable for a few more [weeks], but then skewed to...</p>\n\n<a href=\"https://seekingalpha.com/news/4151682-equity-and-bond-flows-are-skewed-to-the-downside-according-to-ctas\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Equity and bond flows are skewed to the downside, according to CTAs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEquity and bond flows are skewed to the downside, according to CTAs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-21 01:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4151682-equity-and-bond-flows-are-skewed-to-the-downside-according-to-ctas><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commodity trading advisors, or CTAs, are expected to sell $47B of U.S. stocks over the next month, if the market turns negative. The picture looks “favorable for a few more [weeks], but then skewed to...</p>\n\n<a href=\"https://seekingalpha.com/news/4151682-equity-and-bond-flows-are-skewed-to-the-downside-according-to-ctas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IEI","symbol_name":"iShares Barclays 3-7 Year Trea","start_time":0,"source_url":"https://seekingalpha.com/news/4151682-equity-and-bond-flows-are-skewed-to-the-downside-according-to-ctas","article_id":"2469671131","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2086323993/image_2086323993.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2469671131","pubTimestamp":1726852689,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Commodity trading advisors, or CTAs, are expected to sell $47B of U.S. stocks over the next month, if the market turns negative. The picture looks “favorable for a few more [weeks], but then skewed to the downside,” said Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs, in a note to clients. Over the next week, CTAs are expecting $21.2B in inflows with $11B into the U.S., with about $6B in outflows and $5.25B in outflows into the U.S. However, over the next month, CTAs are expecting $133.78B of equity outflows, with $47.07B out of the U.S., with about $8B of inflows into the U.S. When it comes to bonds, flows also look skewed to the downside, said Rubner. CTAs are expecting $129.9B of outflows in the U.S. over the next month, with $357.67B in outflows overall. Equity funds: , , , ,  Bond funds: , , , ","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IEI":"iShares Barclays 3-7 Year Trea","BK4561":"索罗斯持仓","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BK4581":"高盛持仓","HYG":"债券指数ETF-iShares iBoxx高收益公司债","BK4215":"住宅房地产投资信托","BK4593":"纳斯达克ETF","BK4585":"ETF&股票定投概念","QLD":"纳指两倍做多ETF","BK4534":"瑞士信贷持仓","GOVT":"iShares安硕核心美国国债ETF","EQR":"资产住宅公司","BK4559":"巴菲特持仓","VOO":"Vanguard标普500ETF","BK4550":"红杉资本持仓","VCIT":"美国中期公司债-Vanguard","BK4588":"碎股","BND":"债券指数ETF-Vanguard美国","IEF":"债券指数ETF-iShares Barclays 7-10年","QQQ":"纳指100ETF"},"translate_title":"CTAs表示，股票和债券流量偏向下行","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VOO":1,"VCIT":1,"QLD":1,"HYG":1,"BND":1,"EQR":1,"QQQ":0.9,"UBmain":0.6,"SHY":0.6,"IEI":0.6,"IEF":0.6,"GOVT":0.6,"ZTmain":0.6,"ZFmain":0.6,"ZBmain":0.6,"TNmain":0.6},"content_text":"Commodity trading advisors, or CTAs, are expected to sell $47B of U.S. stocks over the next month, if the market turns negative. The picture looks “favorable for a few more [weeks], but then skewed to the downside,” said Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs, in a note to clients. Over the next week, CTAs are expecting $21.2B in inflows with $11B into the U.S., with about $6B in outflows and $5.25B in outflows into the U.S. However, over the next month, CTAs are expecting $133.78B of equity outflows, with $47.07B out of the U.S., with about $8B of inflows into the U.S. When it comes to bonds, flows also look skewed to the downside, said Rubner. CTAs are expecting $129.9B of outflows in the U.S. over the next month, with $357.67B in outflows overall. Equity funds: (NYSEARCA:DIA), (NYSEARCA:SPY), (VOO), (QQQ), (QLD) Bond funds: (NYSEARCA:AGG), (BND), (HYG), (VCIT)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2469671131"}