20DMF

[Pascal]

Still money coming into US equities.
There is nothing more to write about.
XLK looks weaker than the rest of the market. Maybe a FB issue?


Pascal

[PeterR]

The TED spread seems to show some stress somewhere.

I am guessing EMU banks. There is a Stress Test tomorrow.

Or is this "only" a rate-differential play, again ?

America as safe haven should benefit from this again.


(2day delay)

Deutsche is sold.