XLF
Bond Implied Ratings vs. CDS Implied Ratings for Financials
(via collegeanalysts.com)
A look at the stress in the credit default swap market for financial companies, relative to the ratings implied by the debt markets.
Real Recovery?
(via ei-forum.com)
Today we would like to discuss recent market events and what the possible outlook could be. Look at this 5 day chart where we use ETFs to show overall sector performance. We have used the XLF for financials, OIL is self explanatory and VNQ for real estate.

