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"Recipe For Disaster": Traders Have Never Been Longer Stocks And Shorter Treasuries

Something strange is going on in the market according to DB's cross-asset desk, and it could be a recipe for disaster if current trends do not change. First, recall from our Saturday note  that even as Goldman's clients are getting more worried that today's market increasingly resembles that of 1987, they have extended their net long equity exposure to previously unseen levels, and as of February 1, equity futures positions were at record highs.
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