|
The buyback blackout window has
about 40% of SPX companies pausing on buying their own
shares. Just at a time when those vanna and charm flows take
a pause for a few weeks. This is an especially interesting
window of opportunity for the market to show some more
dynamism.
|
|
00:01 - 02/01/25
|
|
|
|
|
|
|
|
|
|
|
|
Another pretty big print of new lows vs new highs on
the NYSE. Not as bad as yesterday's, but today's move in the
indices was also barely led. This shows that underneath the
surface there's still a fair amount of weakness |
|
|
|
.png)
|
|
|
|
|
|
|
|
This yield curve flattening back into positivity is
hitting differently... led by a rather strong bear steepener |
|
|
|
|
|
|
|
|
|
|
|
The US dollar is rocketing
higher as long-end rates rise
|
|
|
|
|
|
|
|
|
|
|
|
Companies are talking about
tariffs the most in over four years
|
|
|
|
.png)
|
|
|
|
|
