Dan Discusses the Cross Currents in the Markets

Bullish Studio
Bullish Studio
  • 5 months ago
Dan says that the rotations will stick around amid a confusing macro situation. Risk on vs. risk off. Crude got killed, the 10-year-yield back at 2.8%, gold got killed and the Nasdaq rallied.

Dan talks about the influence of the dollar on Q2 earnings and guidance for Q3.

Dan touches upon bank stocks, where the major US money centers all made new 52-week lows.

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