It’s a bit jarring having a national holiday fall on a Wednesday. A colleague offered an innocent and well-timed ‘Happy Monday’ on our morning meeting today and I couldn’t help but think twice – for a moment I was lost in an abrupt and unfamiliar is-it-Monday-or-Friday-oh-wait-it’s Thursday train of thought. Today’s trading evidenced a very different but equally abrupt and unfamiliar move as semis lagged on the day. Perhaps a bit of mean reversion is healthy but given the now glaring degree of…
The content on this site is available to all Redburn clients as part of Redburn Execution’s standard service. It is not considered substantive research and there are no commercial implications to viewing these pages.
Please enter your email address below to view this page. If you are still unable to access the page, please speak to your account manager.