REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity

Alessio Farhadi

Speevr Intelligence
March 6, 2025

Kalimera!
We’ve had another round trip on the S&P 500 since our last update. If we take a step back, U.S. equities have traded sideways since we turned bullish on spooz. Then again, falling from the first floor is not as painful as from the fifth. Our average entry was around...

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