I just took a look at leading indicators to make sure nothing was going to be a surprise, High Yield Corp. Credit is a bit stronger than I'd expect, but High Yield, Junk and most everything I look at, looked great.
There's been a small move up in the $USD, it's not to new highs on the day or anything like that so I don't think it has anything to do with what is starting to unravel right now and I don't think it has much to do with commodities which just took it on the chin pretty darn hard intraday vs. the SPX.
I'm moving toward filling out whatever positions can be, I like this area here, it has been so far as we expected except it hasn't been quite as scary on the upside as I would have thought.
5 years ago
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