12pm update – lunchtime cooling

US equities are choppy, if cooling lower, as a quadruple opex settlement around sp’4400s would be most natural. Despite red indexes, VIX is also red.

sp’60min

VIX’60min

Summary

I’d still argue it doesn’t merit much attention… ahead of the long weekend. I wish I could just walk away and sit on a beach for the rest of the day.

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notable stock: DIS

News: The CFO has abandoned the mouse!
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notable banking ETF: KRE

Regional banks falling into the long weekend, partly on renewed chatter of the looming CRE crisis.
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notable steel: CLF

Cyclicals not catching a bid today.
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notable health: HUM

Humana has followed United Health, and warns of higher medical costs, as the older demographic are going back to the hospitals for elective procedures.