US equities are cooling back, if still broadly higher. USD is -1.1% at 100.25. US 10yr -125bps to 3.85%.
sp’60min
VIX’60min
Summary
A little cooling to tag the opening gap.
Regardless of today’s close, with a new multi-month high, it has to be seen a net bullish day.
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notable stock: AMD
Cowen ‘outperform’, 115>135
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notable trans: CCL
Shippers sinking… are a hysteria ramp.
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notable strength: META
I see no news.
Another day closer to Elon crushing the Zuck
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notable miner: GOLD
Higher with gold printing $1963, helped by the sig’ weaker dollar.
Gold bugs should be seeking a monthly close <DXY 100.