JPM and C posted strong citing increased deal-making and investments due to increased recent tax cuts increasing cash on hand. A flattening yield curve still remains a concern with three-month yielding 1.98, one-year at 2.34, five-year 2.75 and ten-year at 2.87. This is what is currently causing concern over bank and possible impending recession.
EM still getting destroyed as US dollars strength increases.
XLY , XLE , and XLK are currently carrying the SPX to new highs. Meanwhile, XLP , XLB , and XLI are currently dragging, most likely due to uncertainty around tariffs, these may be good sectors to pick up discounted shares in the future.
I'm watching for this upcoming week:
NFLX , BAC , GS , MS , ABT , DPZ , MSFT , ISRG , GE