Even after the recent selling, consolidated equity positioning hasn't dropped that much

Mortgage rates just hit 6-month highs and they could have room higher from here

Average gas prices in the US are on the rise, closing in on $4 

A record short bet against oil. - A record short bet against oil. Just before Trump sent oil prices surging higher

Hedge funds have been aggressively selling down exposure to tech, with the largest weekly de-risking since the volpocalypse of summer 2024