Post-close, welcome to weekend viewing in this week’s Friday in pictures – an non-correlated look at whats happening.
Where GDP goes, so do rates. If you think we are recovering, bonds are a tough place to be
In aggregate, hedge funds are positive on stocks and negative on rates.
Speaking of rates, mortgage rates have moved up since May.
In response to improving perceived financial conditions.
Consumer names appear less regressed to leverage than they do by rating. Didn’t we learn anything from 2007?
Capacity has stopped shrinking, even if production’s growth has slowed.
Barclay’s take on WalMart price targets. As the targets rose, so did the price… until it didn’t.
But the current price target suggests more upside than down, with baseline nearer the high end.
So no fears….
Happy weekend.