Stocks vs futures hedge fund positioning reports show an

Hedge fund positioning reports show an increase in long equities vs short futures pair trades, reflecting tactical plays on near-term bullish sentiment combined with medium-term caution. U.S. utilities must double transmission capacity by 2050, with the country aiming to quadruple nuclear capacity over the next 25 years while expanding natural gas, solar, and more. Despite the data blackout, several Federal Reserve officials are slated to speak this week, including Fed Governor Stephen Miran on Wednesday and Chair Jerome Powell on Thursday. Data from CME show open interest in S&P futures rose 3% week-over-week, while cash equities volume declined 5%. This signals a possible rotation from physical stock positions to derivatives exposure.