If Tech Blows Up, What Then?

"The 'path to victory' for the S&P 500, if it loses the Tech sector, runs straight through Financials and Industrials. The former needs the yield curve to steepen.. the latter could really use some good news on the trade front .."

  • Jul 30, 2018 5:32 PM

Frontrunning: May 15

  • Gazans bury their dead after bloody day of protests (Reuters)
  • U.S. Embassy Move, Bloodshed Add to Friction With Allies (WSJ)
  • Britain calls for investigation into Gaza violence (Reuters)
  • China Data Shows a Hint of Slowdown While Factories Still Hum (BBG)
  • May 15, 2018 8:18 AM

Frontrunning: April 19

  • Oil Rallies to More Than Three-Year High as Supply Tightens (WSJ)
  • Metals Extend Stellar Gains, Bonds Slide (BBG)
  • Trump allies worry Cohen will flip (Politico)
  • Cohen Would Turn Against Trump if Charged, Adviser Warns (WSJ)
  • U.S.-Japan Announce Trade Talks, Don't Agree on What to Discuss (BBG)
  • Apr 19, 2018 8:43 AM