FlowBank

348 days ago

Institutional #investors have been selling #stocks ! $SPY $QQQ #trading

“Institutional investors have been dumping stocks for the last 12 months. You have to ask yourself some serious questions when you see this." Source: WSJ. In our view this looks relatively normal as we have quite likely emerged into a new bull market since the October 2022 lows. If this is not a new bull market it would be the longest bear market since 2000, when stocks had reached extreme bubble-like valuation. This stock rally is driven by earnings, and investors view of the end  in sight of high inflation and rising interest rates. 

#Stocks

368 days ago

#Inflation at Highest Level in Decades – #Investors are divided #stocks $SPY

Investors are split over how much further inflation will retreat. Determining the direction of inflation should be key to tactical investment positioning. Investors will watch PCE data on Friday for clues on US inflation. Do you see Core inflation staying elevated or coming down? 

#Stocks

395 days ago

#Risk aversion for European bank shares continues #europe #stocks

Risk aversion for European bank shares continues. The cost of insuring against downside for banking stocks remains elevated, per Bloomberg.

#Stocks

401 days ago

CDS update #Deutsche Bank, #CreditSuisse,US Banks $JPM $CS $DB $C $BOA

Here is to show the cost of insurance against default for Credit Suisse, Deutsche Bank, versus (superstrong) Citigroup, BoFA, JP Morgan. Chart is not perfect, it's for a brief illustration only.

401 days ago

NASDAQ 100 - last time, this happened to the S&P 500 👇 #trading $SPY $QQQ
The last time the NASDAQ 100 Had this many advancers, the broader market ripped (S&P 500). Source: Matt Cerminaro (Fundstrat)
#Stocks
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