Brokers pushing => Sell banks with shorts coming; Media pushing => Budget mess and Consumer sentiment down; Government => Worst sales pitch for a budget in...

Brokers pushing => Sell banks with shorts coming; Media pushing => Budget mess and Consumer sentiment down; Government => Worst sales pitch for a budget in 20 years; Central Banks => keeping rates low for longer...stimulus expected in Euro; Budget Outlook => All the dirty details are out with bad marketing...will improve with horse trading; Growth => Continues to remain low but supported by central banks; Yield => Remains the key thematic in the market and expect that to continue; Global funds => Looking for safe sustainable quality yield with low rated in developed countries and risk in emerging markets; Staying: positive long term, now turning positive short term. Substantial institutional investors are waiting for the May selloff. Time to go contrarian and buy the quality yield, online and construction thematics. Expecting FOMO to hit investors looking at PIY (Pay It Yourself) future.