Evening Market Recap - Thursday, 12-Feb
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Evening Market Recap - Thursday, 12-Feb
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About this listen
It was a risk off trading day, with AI increasingly a broader market headwind. The Vix spent some time back above 20 today amid continued underperformance from the Magnificent 7 as investors scrutinize capex and shift from asset-light to asset-heavy names. The unrelenting disruption trade continued, and while software remains ground zero, the disruption has spread to CRE brokers, trucking/logistics, and a number of other areas, often without any incremental headlines or justifications.
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