Report
U.S. pension funds were projected to sell $33 billion in stocks around September 2026 month-end
A September 30 post relayed Goldman Sachs's estimate of $33 billion in U.S. pension fund stock sales around month-end. It said the projected flow would rank in the 98th percentile since 2000.
TLDR
A September 30, 2026, post cited Goldman Sachs's estimate that U.S. pension funds would sell $33 billion in stocks around month-end. It said systematic CTAs could offset some selling by buying $11.5 billion globally if markets were flat or nearly $30 billion if stocks rose. If markets fell, CTAs could instead add $15.8 billion in selling.
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