JPMorgan Survey Shows Increased Bearish Positions in US Treasury Market

Article's Main Image

JPMorgan's client survey for the week ending September 30 reveals a notable shift in sentiment regarding US Treasury holdings. The proportion of bearish positions among all clients rose by 6 percentage points, reaching the highest level since October 2023. At the same time, bullish positions increased by 1 percentage point, while neutral positions decreased by 7 percentage points. This shift has resulted in the net bullish ratio dropping to its lowest level since April 8.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.