Wednesday, April 30, 2008

"I see you shiver with antici...pation"

So come up to the lab... And see what´s on the slab...

... In this month's thoroughly unscientific and statistically unsound...

Hedgething Instant Sellside Survey (HISS)

"Quick poll - do you expect the market to be UP in May... OR DOWN?"... asked to a variety of country specialists and pan-regional salestraders (mostly.) They could choose to answer with reference to any or all markets. So far, with 21 responses in...
UP = 10
N/C= 1
DN = 10
Pretty balanced, in aggregate, but HK and TW are 100% bulls, Korea is almost entirely bearish and pan-regional guys are just slightly -'ve. Two folks from Citi mentioned "Sell in May and go away."

For what it's worth, I'm getting slightly more bearish for May too.


------------------------
(Last month the expectation for April was 16:3:9 UP/nc/DN... WELL DONE sellside!)
Posted by at
Labels: , , , ,

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

------------------------- Disclaimer -------------------------

Information and analysis on this site is provided for informational purposes or entertainment only. Nothing herein should be interpreted as personalized investment advice. Under no circumstances does this information represent a recommendation to buy, sell or hold any security. None of the information on this site is guaranteed to be correct, and anything written here should be considered subject to independent verification. You, and you alone, are solely responsible for any investment decisions you make.
Good luck!
Hedge Thing