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JPMorgan says there is an estimate of $135B to buy on equities for quarter end rebalancing. Now how much is for sale is the other question?
In reference to rebalancing comments on Weekend Newsletter
It felt like capitulation selling today especially with divergent VIX high
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JP Morgan
Posted by steve on 13th of Mar 2025 at 09:42 pm
JPMorgan says there is an estimate of $135B to buy on equities for quarter end rebalancing. Now how much is for sale is the other question?
In reference to rebalancing comments
Posted by steve on 17th of Mar 2025 at 09:58 am
In reference to rebalancing comments on Weekend Newsletter
It felt like capitulation selling
Posted by arun on 13th of Mar 2025 at 09:56 pm
It felt like capitulation selling today especially with divergent VIX high