Traditional markets were up on the day, reversing the wknd Dow. $SPX +70bps, Nasdaq +1.1%. FANMAG (the new 'FANG') now represents 24% of the SPX, the highest on record. $VIX lower, down to 31v dropping about 4v overnight.
Fixed income mrkts steady, 10yr yield still at 71bps.

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