@lucas79

- The "long Magnificent 7" trade remains the most crowded trade for the 18th consecutive month. However, it has become less crowded compared to previous months, with 46% of investors holding this trade in September, down from 53% in August. Additionally, 19% of participants now consider "short China equities" as the most crowded trade, up from 15% in August (it is understandable due to expectations for Chinese growth are at a three-year low).

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