Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
“This week I’ll detail Goldman Sachs’ client guide to market volatility, why global asset allocations might cause more selling in equities, some context to the ominous yen carry trade and suggest a book that objectively changed how I think my way through the world”“Volatility could persist through NVDA earnings and then into Sep, historically the worst month for SOX, down 70% of the time. US elections and ongoing geopolitical tensions add an extra layer of uncertainty.
“Limited data availability presents a challenge to confidently assessing “how much is left,” but substantial holdings among longer-term investors leave room to run. That said, subsequent unwinds should be broadly slower-moving as, based on futures positioning alone, roughly 90% of speculative shorts appears already undone.
“Cash levels up from 4.1% to 4.
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