Declining USD and yields is an extreme back wind for risk assets.
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As long as we see these continue, I am expecting a strong bid in this asset class.
These have been waiting for their green light for months consolidating. I believe we are there now for the time being.
🌬
As long as we see these continue, I am expecting a strong bid in this asset class.
These have been waiting for their green light for months consolidating. I believe we are there now for the time being.
The recession and deceleration usually leads to a fairly small downturn.
It usually starts discounting 12 months before. Once we got the recession we actually see a positive skew.
There is PTSD from 2008 all over Twitter without research in terms of credible data.
It usually starts discounting 12 months before. Once we got the recession we actually see a positive skew.
There is PTSD from 2008 all over Twitter without research in terms of credible data.
I will refer to two different data projects I did here.
Nr.1 What happened historically when the CPI peaked?
Nr.2 What happened when the EPS contracted?
Nr.1 What happened historically when the CPI peaked?
Nr.2 What happened when the EPS contracted?
CPI historically reaction and context.
EPS contraction historical background and context
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