Merger Monday, is that you?!? If it wasn’t, surely a doppelganger as the JPM Healthcare conference gave us a familiar feeling of M&A frenzy from way back when (largest HC deal in over year, closer 2). Friday’s sentiment on strong employment numbers seemingly carried over into today’s session. Supported by a few bearish signals, rates breaking out/hanging higher, disappointing Nvidia headlines (more on Blackwell), weak Mag-7 and SOX indices. The question remains are we correcting? In my humble o…
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