Highest since the SBV collapse
The US 10 year is trading at 3.92% as of writing. A level last seen when SBV hit the world. Note the 50 day crossing the 100 day moving average here. Previous big crosses saw yields move sharply higher...
Source: Refinitiv
Pushing it
Source: GS
Terrific tech
Source: Datastream
Source: Datastream
Semis - from hated to "slightly" loved
Source: GS
Source: GS
Above 4500 they need to reload
Source: Nomura
Valuation
Source: Nomura
Fed tightening kills dollar volatility...
Source: Soc Gen
Who has tech?
Source: Barclays
No YOLO in Europe
Source: Refinitiv
