STATE STREET CONFIDENCE (measures real institutional asset allocations)
RETAIL MUTUAL FUNDS
MONEY MARKET MUTUAL FUNDS
MARGIN DEBT
ETF FLOWS
CREDIT MARKET
- Retail and Institutional Money gets sucked into Equities again (...can't afford to miss the rally...)
- Margin Debt indicates a huge increase in speculation
- Money Market Funds shows signs of complacency
- Most ETF Inflows are fading
- Fixed Income ETF were a safe haven in 2009
- Commodity speculators like ETF's
- Banking ETF's see already outflows again
- Credit/ Lending is still contracting at a devastating speed
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