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The jump in long equity positioning last week was the largest on record, per Deustche Bank!

00:01 - 22/05/25

 

BofA's Bull & Bear indicator is giving a neutral reading at 3.6

 

 

Real estate funds are set for their largest outflow ever of $25 billion this year

 

 

 

Japanese bond yields are surging after the worst 20-year auction since 2012. This drove yields on the 20-year and 30-year to levels not seen in a quarter century

 

GOOGL is making some incredible progress with their Gemini 2.5 Pro AI models

 

 

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