“There was so much demand, either from overseas who are attracted by the weaker dollar today, or short-covering from domestic accounts”
“The market didn’t get what it wanted –- details on stimulus to be provided”
Treasury yields (black) versus speculative Treasury short positions aka. bets on reflation:
"There is some near-term exposure given the breadth of the Trump trade."
Banks
Small cap long futures positions
Bonds versus stocks
