PremiumBy Jan-Patrick Barnert, Bloomberg markets live reporter and strategistThe dramatic positioning shift last month has left the market extra vulnerable to sharp directional changes triggered by mechanical flows, an uneasy setup leading into risk events like the inflation report, Nvidia’s earnings or Jackson Hole.
This Market Calm Is Either Admirable Or Dangerous
Three Wall Street trading desks have given similar descriptions of what they see playing out in August: investors are selectively chasing gains, without full conviction







