The Weekender
Aviate - at Seeking Alpha - Sun May 17, 7:39AM CDT
Rising rates, banks, beta and the pain trade We note a strategy piece by a well-respected strategist this week (JPMorgan) used the word ' reflation ' - one all but removed from investment parlance - with respect to the bond market's rather vicious...
WMT: 79.92 (+0.68), RBS: 11.05 (-0.08), SPY: 213.10 (+0.66), LYG: 5.53 (-0.10), AV: 16.76 (-0.34), MR: 27.37 (-0.19), PSO: 20.90 (+0.06), LBTYK: 49.67 (+0.24), TI: 12.31 (-0.22), LBTYA: 51.94 (+0.34), BHP: 48.37 (-3.18), TEF: 14.72 (-0.16), DIA: 182.68 (+0.20), ING: 16.37 (-0.22), RIO: 45.64 (-0.49), PHG: 27.91 (-0.42), VOD: 36.51 (-0.53), QQQ: 110.06 (+0.48)
Skeptical markets hit sell button on EU lenders
Seeking Alpha - at Seeking Alpha - Mon Oct 27, 11:52AM CDT
EWI: 15.89 (-0.16), SAN: 7.47 (-0.11), EUFN: 24.53 (-0.29), ING: 16.37 (-0.22), DB: 32.91 (-0.44), BBVA: 10.19 (-0.21)