Good morning! Below is Chartcuterie for 5/10/15, cross-posted from Twitter (curated list here).Okay here is some Chartcuterie. First, UK assets in and around elections. Lot of noise...
BAML/JPM with similar thrusts this week; macro/CTA performance is all about dat buck 'bout dat buck.
BAML/JPM with similar thrusts this week; macro/CTA performance is all about dat buck 'bout dat buck.
Did I say 'issuance'? MS has more on issuance. EUR issuance by non-EUR corporates is soaring, although below ATHs.
GS's weekly high-level round up of EM; holding in there thanks to financial condition loosening.
More EM: Mexico has a confidence issue!
Speaking of confidence if you had it in Russia despite their downgrade, boo yah! EM/US bond spread ratios from Barc.
A quick MS update on Eurozone months to hike...wow.
CALLING ALL BEARS...STOXX 600 looks to be at a big level here, per SocGen.
And closing with another one for the bears. EPS momentum falling apart as earnings winds down in the US.
Chartcuterie will return next week.
