May 2, 2015 - podcast episode cover

May 2, 2015

May 03, 201520 min
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Episode description

Matt and Alex discuss currencies and then global stock market indices. At 8:25, Matt reviews modest commercial changes in British Pound and Australian Dollar positioning and reiterates his bearish view of Dollar Index futures. At 12:00, Matt notes that the commercials are continuing to add to their heavy long position in volatility futures. At 13:00, Matt notes that the commercial banks are beginning to hold a significant short position in the Nasdaq 100. At 14:00, Matt discusses increasingly large short positions in Emerging Markets and EAFE futures.
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