JP Morgan顧客サーベイ

投稿者: whitegru3

ネットロングは2009年7月13日以来の最高水準となる。(10月18日までの週)

ロング:37(10月12日までの週:31)

中立:51(55)

ショート:12(14)

 

“Net longs in the all-clients survey now stands at
the highest level since July 13, 2009” – says the latest JPMorgan
Treasury Client Survey.
In the week ended October 18 (vs week ended Oct 12): Longs jumped
to 37 vs 31; Neutrals fell to 51 vs 55; Shorts dropped to 12 vs 14.

One veteran observer noted that with QE2 on the way this should be
expected. But asks – “What happens if the Fed disappoints?”
And – “Did we all buy the rumor to sell the news?”

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