Don't worry

Don't worry...

...this is just trend perfection. NASDAQ and SPX trading inside the trend channel that started post the banking crisis. Upside remains a huge pain trade...

Source: Refinitiv

Source: Refinitiv

What happens after end of Fed rate hikes?

Bank stresses: still in focus

Source: Goldman

Scary CRE?

Source: TS Lombard

The case for lower equity volatility

Source: Goldman

Sucking fear out of VIX

Source: Refinitiv

Do we need more put hate?

Source: Tradingview

Hedge funds hate banks

Source: GS prime book

Regional banks exposure

Source: GS

It’s weak but...

Source: BofA

....but there is a silver lining

Source: BofA