Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?
UBS On-Air: Market Moves
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Investor Positioning and Market Optimism Amid Buybacks
This chapter explores recent changes in investor behavior, especially the unwinding of consensus trades like the yen carry trade and its impact on market volatility. It highlights the surge in retail ETF purchases and the contrasting strategies of hedge funds, reflecting an optimistic outlook for future market dynamics driven by potential economic recovery and corporate buybacks.
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Transcript
