“The risk-reward for equity is maybe as bad as I’ve seen it in my career.”
Day: May 12, 2020
Apple’s Many Eyes, ‘Dire Scenarios’ And A Glimpse At The New, Post-COVID ‘Normal’
“”If hot spots keep popping up it will be an ongoing reminder.”
The Stars May Have Just Aligned For Another Risk-Off Episode
… a reminder that despite the surprising durability of the bounce, downside catalysts are myriad.Â
Lindsey Graham Presses China Sanctions. Demands Beijing ‘Provide Full Accounting’ Of Coronavirus Outbreak
This sets the stage for spiraling tensions at a delicate juncture.
In FOMO Versus FOVA World, Nomura’s McElligott Says It’s ‘Long The Stuff That Can Grow’
We’ve been here before.
Core Prices Fall Most In History While Cost Of Groceries Jumps Most In 46 Years
Is coronavirus a deflationary supernova or just a recipe for the return of inflation?
Nobody Has ‘Prevailed’ Over Coronavirus. This Is Now A War Of Attrition
The virus has other ideas.Â
Trump Bans Fund From Buying Chinese Stocks In First Step Towards Capital Restrictions
“These events dramatically increase the risk that Chinese companies could be subject to sanctions or boycotts.”
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