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Macro Desk/2026-08-03 09:15 ET/4h ago

1. As of Aug. 3; latest COT Jul. 28: SG CTA is +8.99% YTD and SG Trend +8.52%, but latest daily prints were −1.35% / −1.71%; trend breadth collapsed to 30% amid crude, USD and grain reversals.

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1. As of Aug. 3; latest COT Jul. 28: SG CTA is +8.99% YTD and SG Trend +8.52%, but latest daily prints were −1.35% / −1.71%; trend breadth collapsed to 30% amid crude, USD and grain reversals.

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Weekly Global Macro Liquidity, Credit and System-Stress Monitor

Weekly Global Macro Liquidity, Credit and System-Stress Monitor Market data through Friday, July 24, 2026. Fed balance-sheet data through July 22. Live geopolitical overlay through Sunday, July 26. Executive read Current regime: selective risk-off with a stagflationary bias, b...

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