TME Weekend: I have abandoned my fear

Abandon all fear

VIX: Lowest weekly close since 2019...

Source: Bloomberg

No need for action: 2nd lightest day of the year

Structural growth. Structural bid

Source: BofA

Nets: Nearly nothing

Source: GS Prime

Good September

Sentiment says relax

Source: BofA Quant

Bull base case: falling inflation will allow CBs to change course

Source: Macrobond