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Market in agony and pain

Pain in a pic

HF VIP stocks vs the most shorted basket at extremely "painful" levels.

Source: GS

Bear steepening pain

Source: Refinitiv

Apple pain - what goes up must come down

Source: Refinitiv

VIX pain ahead?

Source: Nomura
Source: Nomura

The short is rather long

Source: GS

Sensitive to a sell off

Source: DB

Will we ever see a "modest" sell off?

Source: DB

Beat rates yes. Earnings reactions no

Source: Jefferies
Source: Jefferies

Mike Wilson asks if fiscal dominance has hit a wall

Source: Morgan Stanley
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