Nasdaq er nu 22% nede fra toppen
The last time the S&P 500 fell this much this fast, The Fed stepped in with a yuuge rescue package…
Source: Bloomberg
…and it real yields are right, this is far from over…
Source: Bloomberg
Goldman noted that flows on their desk today felt more uncomfortable than yesterday.
Activity levels just as high as yesterday but chunks of stock coming in sporadic waves (whereas yesterday was wire to wire and methodical). Our floor is again significantly better for sale and the long only community is driving this supply (heaviest in banks, Mag 7 and pockets of industrials).
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