September 30, 2026MacroStocks·Neutral·macro
Month-end flows rotate into fixed income and out of equities, strategist Guy LeBas says
September month-end flows show a clear rotation into fixed income and out of equities, with bond buying interest at roughly a +1 z-score, strategist Guy LeBas says. He adds that quarter-end rebalancing is amplifying the move and that Treasury auctions remain orderly.
Detected & updated continuously · Source: Nebula
Story subjects
Fixed incomeequitiesGuy LeBasTreasury auctions