"Traders are piling into 5Y Treasuries as tariff risks cloud the Fed’s rate path"
"High-yield credit spreads are now back below their 2024 average"
"Futures Traders have accumulated a rare Long VIX position"
Goldman has CTAs modeled as buyers of US equities in all scenarios over the next week and month.
The percentage of 'Buy' ratings for S&P 500 stocks is on track to end the month at its highest since August 2022.
"Can stocks fall 10% this year? Maybe, but history would say something bad needs to happen"
