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
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
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.
Last edited by PeterR; 07-28-2016 at 11:37 PM.