Mark Julliem
Mark Julliem
asset domestic regional sell switch
It makes a lot of sense for them to sell a non-performing, non-core asset and switch into a regional or domestic bank.
continue europe expect opening
There was nothing really encouraging on the day. I would expect that with Europe opening down, that will continue in the U.S. and back into Asia.
helped markets overnight quiet
It was very, very quiet today. It was helped by overnight markets and neighboring markets.
asia extremely foreigners generally neutral trying
Foreigners were generally beefing up their weighting in Asia. They were extremely underweight in Asia not too long ago and they are trying to get a neutral stance.