“Once exposure starts to increase, it tends to continue until”…
Category: stocks
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
Rewrite The Textbooks.
If this goes on for another five years…
‘Unsustainable Inconsistencies Could Lead To Sharp Adjustments’, One Bank Euphemistically Warns
“…this does not necessarily lead to a healthy and sustainable economy”.
Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week
None of this sets a particularly upbeat tone.
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
After Nosebleed Rally, Some Say It Can Only Go Wrong From Here
As good as it gets?
Peak Cognitive Dissonance.
“Rocket ships” and such.
For Some, A Market ‘Melt-Up’ Is Now The Base Case
The “melt-up” chatter is getting louder.Â
Cautious Optimism.
One thing’s for sure…
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Chips, Crude And Today’s ‘Pain Trade’
A few quick points.
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
Dueling Bull Markets And The ‘Jaws Of Doom’
Does someone have to be definitively “right”?Â
With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?
Did you miss it – again?
For Now, Record Highs. But ‘God Knows What Tomorrow Brings’
…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.
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