SocGen On Hedge Funds: Early signs Of Correction Fatigue — Are Commodities Next?

There are early signs of “ correction fatigue ” based on recent hedge fund positioning, a Societe Generale report notes, as the much touted long dollar trade seems to be losing its panache. Could a major trend reversal, first identified by fundamental research, be in the offing in several markets?

Soc Gen: Hedge fund selling in equity markets leveling as risk managers get hurt buying long vol protection after Correction

Hedge funds were net sellers of equities over the past four months, Societe Generale’s October 9 Hedge Fund Watch reports in “Early signs of fatigue,” a title that points to their analysis....