Episode 176: Areas of Interest
In this week’s episode, David and Ian discuss important levels (areas of interest) on the trade-weighted dollar, trade-weighted yen, long-term treasuries, volatility (VIX), home construction (ITB), Semiconductors, Energy, Apple, and more. While risk-on measurements such as CCC credit spreads and junk bond/intermediate bond ratios remain positive, seasonality indicates further weakness heading in to October.