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2025-09-16 20:37:30
Investor Sentiment Turns Positive, Long Positions Quietly Rise. ⑴ Despite the impending market events, JPMorgan Chase's latest survey indicates that investors are quietly increasing their long bond positions. Data shows that both "All Clients" and "Active Clients" increased their net long positions by reducing short positions in the week ending September 15th, signaling a positive shift in market sentiment. ⑵ Among "All Clients," short positions fell from 15 to 13, while long positions remained unchanged at 30. Neutral positions rose from 55 to 57, resulting in a net long position increase from 13 to 17. Notably, this long position reached its highest level since the week of February 3rd. ⑶ The survey results for "Active Clients" also confirm this trend. This group slashed short positions from 33 to 22, lowered neutral positions from 34 to 45, and maintained long positions at 33. This move brought the net long position from -0 the previous week to 11, returning the positioning structure to the level seen in the week of September 2nd. (4) Looking at the four-week moving average, both long and short positions for "all clients" are above average, at 29 and 13, respectively, while neutral positions are below average, at 59. Active clients' long positions are also above average, at 33, while short positions are significantly above average, at 19, and neutral positions are below average, at 48. (5) Despite a busy week of US economic data, including the Federal Reserve's interest rate meeting and meetings scheduled for the Banks of England and Japan, overall investor optimism and increased long positions suggest the market may be gaining strength after digesting potential volatility.
