"Fast money" -- hedge funds and other speculators -- upped their bearish bets while mutual funds and institutional buyers built bullish positions on Treasuries.
If you believe that the job of a sell-side analyst is to tell people which stocks to buy and which ones to sell, you need to stop believing that right now, because it is not true.
Big investors are motivated by signs the world has finally escaped from the decade of limp economic growth and inflation that followed the global financial crisis more than eight years ago.