Stock dump sparked by yen spike will drag on, says Goldman Sachs strategist

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Stock dump sparked by yen spike will drag on, says Goldman Sachs strategist
Hedge FundsScott RubnerTrading Strategies
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Systematic trading strategies including those run by hedge funds continue to dump trades, adding to about $109 billion of global equity futures sold in the...

LONDON - Systematic trading strategies including those run by hedge funds continue to dump trades, adding to about $109 billion of global equity futures sold in the past month, Goldman Sachs strategist Scott Rubner said in a note seen by Reuters on Tuesday.

Rubner said one factor that drove the meltdown was systematic trading programs used by so-called "commodity trading advisors" that ride market trends, but when certain risk thresholds are reached, require the trading programme to ditch the position. Traders dropped the bulk of stock futures over the past week, totaling around $80 billion, after Monday's brutal stock selloff triggered by the unwinding of billions of dollars' worth of leveraged trades, the Goldman note said.Wall Street's favoured market fear gauge, the CBOE Volatility Index, closed at its highest in nearly four years on Aug. 5.

Pension funds seasonally rebalance in September and this time, they'll "further sell" equity exposure, it added.

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