Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

4:00 PM EST

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robert b furman

To: robert b furman who wrote (92798)	8/6/2024 11:36:59 AM
From: Johnny Canuck	1 Recommendation Read Replies (1) of 95358

Bond trading definitely very volatile right now. A lot of dividend payers have run up a lot in the last 2 to 3 months. They are not many 7 percent, stable dividend payers left. I expect it to get worst as we approach the potential rate cut in September. The mid 6 payers may be further reduced soon. Long bond rates are near 3.8 percent right now I believe and the potential yield curve un-inversion will add to the volatility. One the plus side there is still some momentum in chip as SIA stats show sales of chips up 18.3 percent y-y in Q2. ASML Holding NV Message Board - Msg: 34770317 (siliconinvestor.com)

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