Europe's Stress Is Back
The V2X vs VIX ratio is almost back to recent peak panic highs...
BE IN THE KNOW, BEFORE EVERYONE ELSE
A PREMIUM MEMBERSHIP GIVES YOU THE CRITICAL ADVANTAGE.
SIGN UP HERE.
Europe - Europe for a reason
European equity stress remains very high. The gap between V2X and the VIX is huge.
Very stressed
The V2X vs VIX ratio is almost back to recent peak panic highs...
Merde
France vs German 10 year spread moving even higher...
More merde
The CAC 40 is close to the most recent "panic" low close...and the gap vs SX5E is huge.
and counting
"The bull in not a 2% sell off continues..."
Bond volatility vs SPX
The gap between MOVE (inverted) and the SPX has grown relatively wide again.
VIX seasonality
VIX seasonality over the past 20 years has it bottoming out later in July. Time to start planning the volatility long.
Tech - signs of fatigue
Last month we saw profit taking in tech.
Don't be a weak balance sheet company
Large caps with weak balance sheets have been struggling lately.
The short implosion
Need a bigger chart to the downside...
