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Seth Golden posted an update 4 years, 5 months ago
GS now estimating $65bn of rebal selling
The flow is very well-understood by the market and it has been frustrating for bears that we traded so well earlier….But as the Program Trading desks always say….”a sell-flow of >$50bn is a sell-flow of >$50bn….”
….. it needs to get executed…and it way more often than not has market impact with ripple effects…
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