

Libro GS Prime: User traduce y separa en parrafos: Overall US equities were net bought for the first time in 4 we eks and saw the largest net buy ing since mid – J uly ( +1 . 3 SDs vs. the past year ) , driven by long buys as we ll as short covers (52%/48% split) . • Macro Products – Index and ETF combined – made up ~80% of the total notional net buying in U S equities (+1.2 SDs ) , driven by short covers and to a less er extent long buys (3 to 1) . • Single Stocks were modestly net bought ( +0 . 4 SDs , first net b uying in 4 weeks ) , driven by risk – on flows with long buys outpacing short sales ~2.5 to 1 . o Info Tech, Industrials, Health Care, and Comm Svcs were the most notionally net bought sector s on the week , while Consumer Di scretionary, E nergy, and Financials were the most net sold . o H edge funds net bought US Info Tech for the first time in 7 weeks , led by short covers in Semis & Semi Equip and Tech Hardware stocks . On the other hand, managers un loaded US Energy longs at the fa stest pace in more than 6 months ( link ). o Consumer Discretionary was the most notionally net sold US sector for a second straight week ( – 1 . 2 SDs) , driven by short – and – long sales (~ 4 to 1). US Consum er Discretionary long/short ratio (MV) ended the week at 1.65 , approaching 5 – year lows i n the 4 th p ercentile . ChatGPT En general, las acciones estadounidenses fueron compradas netamente por primera vez en 4 semanas y experimentaron la mayor compra neta desde mediados de julio (+1.3 desviaciones estándar en comparación con el último año). Esto fue impulsado tanto por compras largas como por coberturas de posiciones cortas, con una división de aproximadamente 52% de compras largas y 48% de coberturas de cortos.
}06:15 | 02/10/2023| Bolsa