"“It’s a mistake to react negatively to the EU bank headlines,” Dave Lutz, managing director of equity trading at Stifel Nicolaus & Co. in Baltimore, said in a note to clients. “Guess who doesn’t have exposure to EU sovereigns?” he asked. “U.S. banks. Buy these headlines. Your EU counterparts will be rotating from EU into U.S. banks.”"
Refiriendose a las noticias de que los gobiernos de Europa pueden tener problemas para pagar bonos (rumores como los de en abril/mayo).
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