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shock marketsCNBC
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62% Informative
Amy Wu Silverman , head of derivative strategy at RBC Capital Markets , says investors are increasingly concerned about volatility amid political turmoil.
The markets have been remarkably sanguine, she says.
The VIX is 10 full volatility points below what is normal and below what we've seen in past cycles.
The rise of zero data expert trading, the massive volatility selling ETFs, and just economically things are better than investors have expected.
As we head into another earnings season where valuations are full, this is the question that are on investors minds.
People keep saying, oh, it's this handful of stocks that are leading and nobody else is caught up.
And, and there's actually this issue it creates, which we've started calling benchmark FOMO , meaning, you know, if you, if that wasn't your initial thesis, it has to be now.
If you're benchmarking to S&P and you don't have that massive overweight to these stocks, you do have to play the catch up.
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