bullish
Earnings: are positive surprises over?
SUMMARY
- The rebound in the second half of March it has already been forgotten by the market. The principal equity indices are going down again, and the bond yields have reached very high level.
- BofA: the long Treasury Trade - Recently the Bank of America strategist team posted a note in which they suggest to go long on U.S. Treasury.
- Earnings: the moment of truth? - In the last few weeks there have been a lot of earnings revisions, mostly to the down side.
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