花旗:股票市场定位模型:关税暂停对美国市场定位提振有限
花旗·2025-04-21 03:00
V i e w p o i n t | 14 Apr 2025 15:50:07 ET │ 36 pages Equity Markets Positioning Model Tariff Pause Offers Limited Boost for US Positioning CITI'S TAKE Positioning levels across US equities edged higher following last Wednesday's announcement of a 90-day pause on tariffs. However, uncertainty persists and there had been limited evidence of new long risk flows to US equities. Furthermore, recent market volatility has driven a sharp rise in losses for S&P 500 and EuroStoxx positions, and this could further a ...