Great week

It has been a pretty great week for most of the Magnificent Seven.

Source: Bloomberg

Great year

Source: Bloomberg

One group to find them

Source: Koyfin

One group to rule them all

Source: Bloomberg / Jefferies

General tactical set-up is pretty bullish

22 out of 22 times...

Source: Wayne Whaley

Breaking out to the upside

Source: FactSet

The worst is behind us

Source: Unicredit

New EPS highs

Source: Soc Gen cross-asset

But there are risks...

Risks, we had a few....

Draining liquidity

Source: Macrobond