Olje og Energi

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QEC 04.12.2018 kl 23:25 1161

Will money flow move from tech to energy finally?

Apple iphone sales are falling as product is too expensive and mature in nature. 6S-7 models are decent fast and satisfy most people.

GOOGL, FB are at possible new regulations and mature also.
NFLX has no plans to move to China.
MSFT is still fighting to take share from others.

10Y yield dropped below 2.92.
10y/2y spread is below 11bp now.

Toll brothers new home orders plunges by 13% in volumes, by 15% in dollars.
Some people think it is temporary so and orders will come back.

From the other side - energy fundamentals are at bottoms. Prices are below a baseboard.

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