Size selling in time for the buyback bonanza

Boom boom buybacks

Buyback announcements have continued to boom…almost $200bn worth in the last 3 weeks.

Source: Deutsche

Selling and selling

Source: GS

When Cathie 2.0?

Source: Macrobond

Mega-cap tech fundamentals getting even better

Source: Goldman

Source: Goldman

Tech divergence

Source: Bespoke

Tech earnings revisions breadth

Source: Morgan Stanley

Changing correlations

Source: Credit Suisse

Things that make you go hmmm....

Source: Goldman

Got regionals?

Source: GS

European banks caught the KRE-variant

Source: FactSet