Resilient

Sell side is bearish...

...buy stocks. Not that simple, but BofA's sell side indicator has been a good contrarian signal, although it is a long term thing...

Source: BofA

Mega caps

Why is index holding up so well?

Source: JPM

Fading (big tech) fear

Source: Refinitiv

and it's back

Source: Tradingview

As goes banks....

Source: Refinitiv

Goldilocks in reverse

Source: Blackrock

Complacent to ignore recession risk

Oil - thank you for playing

Source: Refinitiv

Oil - it was just a short cover

Source: MPAS

Underestimating the risk?

Source: TS Lombard