Tag: financial sector

Considering the BREXIT noise and subsequent chatter about the banks and banking index, I thought we should take some time on the subject. What...

In May, Arun Chopra, CFA, CMT and I noted the following market divergence between U.S. bank stocks (XLF) and Deutsche Bank (DB). We were concerned that...

The carnage in banking stocks of developed countries in Europe has been a persistent theme throughout the last year. The combination of adverse economic...

The correlation between financial stocks (via $XLF here) and the 2 year Treasury yield is tight.  The latter tends to be sensitive to Fed...

May 20 Stock Market Outlook and Technical Review Here’s a look at some key stock market indicators and emerging themes like sector leadership that we...

The bull case for US Equities involves Financial stocks (including banks stocks and broker dealers) gaining traction as a group and leading to the...

The financial sector has been one of the notable disappointments in the market over the last several years. The hype was that many of...

A few months ago I wrote an article here on how yearly pivots tend track the major market reversals each year. So far in...

Perhaps one of the biggest surprises of the 2016 correction has been the overall depressing price action in bank stocks, financial services, and financial...

Here’s a look at some key stock market indicators, charts, and themes that we are watching. This Week’s Stock Market Outlook: Sentiment Conundrum Puzzling – Investor...