Dan says that the rotations will stick around amid a confusing macro situation. Risk on vs. risk off. Crude got killed, the 10-year-yield back at 2.8%, gold got killed and the Nasdaq rallied. <br /><br />Dan talks about the influence of the dollar on Q2 earnings and guidance for Q3. <br /><br />Dan touches upon bank stocks, where the major US money centers all made new 52-week lows.
