To Believe In The Rotation Or Not To Believe…
…that is the question.
…that is the question.
“References to the impact of impeachment on economic prospects were virtually non-existent”.
All told, the headline beat will likely be enough to bolster the rosy economic story.
What if he doesn’t even run?
As expected, sadly.
It’s still too early for a sustained rotation within and across assets.
“…a much more subdued pace of global activity could well materialize”.
“…lasting damage has been done and policy action will too little, too late”.
As if pushing on a string weren’t futile enough…
“All of this impeachment nonsense” and what not.
“The envy of the world”.
“Trade policies have had the greatest negative impact on consumers”.
“Every major economy is seeing a full-blown industrial/manufacturing slowdown”.
“Markets oscillated. Trade tensions pushed them down; monetary policy propelled them up.”
The trade war is “jeopardizing our economic future”.
The situation is “fluid”.
“Any truce in the trade war is likely to be temporary”.
Dissenters in our midst.
Draghi comes through with multi-faceted easing package – will it be enough?
“By just looking at the price of the S&P 500 one cannot see the true state of equity markets”.
Don’t burst my bubble.
“From a secular perspective, the only catalyst I can see on the horizon”…
“Policymakers are in control”.
Congrats are in order for anyone who bet on a continuation of this year’s rally.
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