1.Banks are -9% Off March Highs…..Let’s Keep Some Perspective.

KRE Regional Bank ETF…Rally post Trump then sideways.

10 Year Chart QQQ +178% vs. KRE Bank Stocks +12%

www.yahoofinance.com

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1.Volatility-VIX has Stayed Below 15 for the Longest Stretch in 15 Years.

http://statestreetspdrs.com/1381/files/April_Chart_Pack_2017.pdf

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1.IShares Home Construction ETF +16% in First Quarter.

Top Holdings

https://www.ishares.com/us/products/239512/ishares-us-home-construction-etf

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1.We Showed Huge Emerging Markets Flows Yesterday…..1st Qt.Emerging Markets +13% vs. 5.28% S&P

www.yahoofinance.com
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1. The Big Question? How does the FED Shrink the Balance Sheet? Less than $1 Trillion in 2008 to $4.5 Trillion Today. Now 23%of GDP from Around 6% Before Crisis.

https://fred.stlouisfed.org/series/WALCL

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