Midweek Charts

S&P Financials, 2 year yield, listed Private Equity, CoCo ETF, US corporate spreads, Shenzhen Metro, Nasdaq 100. And some tweets of note.

Nasdaq 100, NDX/SPX with real yields, Australian 10 year yield, European bank CDS, VIX, Eurozone large caps, US ADLs by market cap, café con leche in Bolivars.

US Regional Banks, US 2 year yield, % stocks above 10d average, European banks CDS, US growth/value, Bitcoin, MOVE, homebuilders, Russell 2000 levels. And some tweets of note.

Dow Jones Industrials, US Fed fund futures, US 2/10 yield curve, EUR with 2yr US-bund spread, Euroepan and US cyclicals/defensives, European and US banks relatives. And some tweets of note.

Shanghai Composite (6m high), Dow Industrials and Transports (bearish divergence), MSCI Eurozone relative to USA, Japan small caps, Halifax property price index, Fed fund futures, European banks relative highs. And some tweets of note.

S&P 500, Fed reserve balance and financial conditions, 2 year breakevens, Mexican Peso, S&P with credit default swaps, carbon credit futures, used cars.

S&P 500, Fed fund futures, US 10 and 30 year yields, Palladium, IBEX 35, Mizuho Financial, Beijing metro passengers, S&P PE with real yields.

S&P Midcap Dividend Aristocrats (all time high), FANG+ relative (best 22 days ever), NDX rel with real yields, Fed funds curve, US corporate bond spreads, S&P Golden Cross, Taiwan’s TWSE.

Redburn Midweek Charts and tweets of note – European banks, cyclicals/defensives, international sales basket, orange juice, Nasdaq 100.

Russell 2000, Nasdaq and Fed liquidity, World ex USA Advance Decline Line, oil and Copper, miners v energy, Samsung, Gold in Yen, US and European healthcare.