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Carl Quintanilla
carlquintanilla
MORGAN STANLEY: “.. we expect Chair Powell to emphasize patience as the Fed awaits more convincing data and to maintain a cutting bias. We continue to look for three cuts this year starting in September. “.. Our rates strategists do not expect markets to get much excitement from… pic.twitter.com/TQEswEuCjO
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Carl Quintanilla
carlquintanilla
Within less than 1% of a Record: 👀 * NASDAQ * S&P 500 * Euro STOXX 600 * NASDAQ 100 * Spain IBEX @CNBC 🇺🇸 pic.twitter.com/YfiB3xR1zV
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Liz Ann Sonders
LizAnnSonders
Dispersion continues at elevated levels in U.S. equities, accompanied by depressed levels of index volatility; spread between 3m trailing averages of DSPX and VIX is highest ever with dispersion about double market volatility, which suggests that while investors may be enjoying… pic.twitter.com/hn0aHS5OvD
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Charlie Bilello
charliebilello
The Top 3 companies in the S&P 500 (Microsoft, Nvidia, & Apple) now make up 19.7% of the index, the highest concentration on record with data going back to 1980. creativeplanning.com/charlie/ pic.twitter.com/U6ikSQ42ST
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