Better than 1999

Front running 1999

It looks like we are front running the 1999 trajectory. Do we see a mini correction during the summer like we saw back then, before the real craze starts?

Source: Refinitiv

Largest month of equity buying since 2010

Source: Morgan Stanley

The crowd

Source: BofA FMS

Show me exposure

Source: Barclays

Source: GS

Leaders and valuation

Source: Barclays

US 10 year - the break out?

Source: Refinitiv

Last time the 10 year closed here, NASDAQ was...

Source: Refinitiv

Finally some hints of FOMO

Source: BofA

Got central bank straddles

Source: Barclays

The upside gamma profile

Source: GS