Behold: Another ‘What Could Go Wrong?’ Scenario…
Oh good! Another "what could go wrong" moment.
So here's what you have to understand. Morgan Stanley is pretty sure that what the skeptical among you think you've been seeing in U.S. equities this year is not in fact what you've been seeing.
See what the cynical among you thought was that markets were being levitated by the ongoing central bank liquidity tsunami and a completely irrational faith in the prospects for Donald Trump's agenda which, as rates and the dollar will gladly tell you if y
Woho Morgan Stanley Research! Don’t see them around these parts too often. GOLDMAN! GOLDMAN ! GOLDMAN!
I’m not a doctor or anything but doesn’t “rallied into earnings” imply rampant speculation in the absence of data or insider trading?
….we are here, and the enemy is US.
Everyone knows a real macro catalyst is full out war.
You seem to be completely missing the point: it’s about Revenues and Earnings, dummy. You list catalysts that are only applicable to corporate earnings on the fringes. Economies are cyclical. We are currently climbing the left side of the sine curve, higher. Tough compares come in 2018. Until then, happy hunting.