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Alternative Market Briefing

Macros go long on US treasuries and the US Dollar
Tuesday, June 18, 2013

Bailey McCann, Opalesque New York: Macros increased their long exposure to 10yr Treasuries to a two-year high and to US dollars to the highest since July 2012, according to the latest data from Bank of America Merrill Lynch Global Research. Both positions are in a crowded long. In addition, they started to rotate from non-US equities to US assets, which could be a signal of the long awaited "great rotation."

Long/Short funds added to their NASDAQ 100 shorts to the level last seen in November 2011, however the S&P......................

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