The FINAL COUNTDOWN before CPI!!
MRKT Matrix
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Is the BKX a Great Moment for Getting Long?
Big US banks are lagging European banks, and it's in principle are much worse as operating businesses. In some ways, I'd love for the banks to rally a bit more on mediocre sort of results. And then if our economic outlook kind of plays out guy over the next, let's call it three to six months, those banks will be coming back because they will be feeling headwinds.
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