MONEY MARKET, MUTUAL FUND & INSTITUTIONAL CASH LEVELS ARE AT ALL-TIME LOW “A decade of financial repression has turned cash into trash,” says INTL FCStone’s Vincent Deluard, commenting on his firm’s finding that mutual funds are holding only 3.3% of assets in cash. Meanwhile, money market funds as a percent of long-term assets have fallen […]
A $2 TRILLION HOLE: “IN 2019 CENTRAL BANK LIQUIDITY ACTUALLY TURNS NEGATIVE — SOURCE: 10-27-17 ZeroHedge – “The $2 Trillion Hole: “In 2019, Central Bank Liquidity Finally Turns Negative” — In all the euphoria over yesterday’s “dovish taper” by the ECB, markets appear to have forgotten one thing: the great Central Bank liquidity tide, which […]
INSTITUTIONS ARE SELLING TO RETAIL INVESTORS AT AN UNPRECEDENTED PACE –SOURCE: 10-20-17 ZeroHedge – “Institutions Are Selling To Retail Investors At An Unprecedented Pace” — According to the latest EPFR fund flow data compiled by BofA’s Michael Hartnett, the great “institutional to equity” stock holding rotation is accelerating, with another $8.8bn allocated to equities, more than all […]
MORGAN STANLEY: “CLIENT CASH IS AT ITS LOWEST LEVEL” AS INSTITUTIONS DUMP STOCKS TO RETAIL — SOURCE: 10-17-17 ZeroHedge – “Morgan Stanley: “Client Cash Is At Its Lowest Level” As Institutions Dump Stocks To Retail” — The “cash on the sidelines” myth is officially dead. Recall that at the end of July, we reported that in […]
