GoldFix

GoldFix

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GoldFix
GoldFix
Trend followers long Gold, short Oil; US equity, UST positions smaller

Trend followers long Gold, short Oil; US equity, UST positions smaller

DB and BOA

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CJC
Apr 28, 2025
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GoldFix
GoldFix
Trend followers long Gold, short Oil; US equity, UST positions smaller
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We continue to believe that the current environment of elevated volatility and whipsawing markets induces dispersion among individual trend following programs, but according to our models, most CTAs are likely agreed on short US equity positions.

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