The market is being driven by Nvidia and Microsoft. Breadth is thinning after the weak jobs data, while bond yields dropped and the dollar rallied. The consumer and healthcare remains weak, while European financials remain in the lead.
Japan is the theme this week, as the TOPIX made a new all time high after 35 years. Many stocks
High volatility stocks have turned lower after a very strong run. The world index has recovered from last week'
Apple and Tesla stand out as the weakest names of the Magnificent Seven stocks, but the rest are finding their
