Barclays: ‘Our Mini-Bubble Melt-Up Scenario’ Appears To Be Materializing
Thank the “easy soft patch”.
Thank the “easy soft patch”.
“He could have had a deal in May”.
“Expectations are extremely volatile”.
“Our S&P 500 forecasts have a V-shaped profile”.
“We didn’t initiate this trade war and this isn’t something we want”.
“The alarm bells are ringing loud and clear.”
Henry Kissinger “hopes” things don’t get worse.
This sounds like a trivial statement (and it is), but…
Risk aversion runs rampant as Hong Kong bill hits sentiment.
All of this is playing out against a backdrop defined by a (rare) dearth of news flow…
Only the dead have seen the end of war.
Have (stable) genius, will travel.
There’s plenty of optimism, but when it comes to trade, market participants are understandably jaded.
It’s the flip-side of the overwrought, hair-on-fire rhetoric that accompanies selloffs.
Where to now?
“That’ll be subject to taking over the House”.
“The easy money has been made”.
“Others are running circles around them and laughing all the way to the bank”.
“He believes the United States will go on to exceed even its remarkable achievements of the past”.
79% are some shade of worried.
“They’re moving along much too slowly for me”.
With nearly 90% of companies reporting, earnings season was better than feared.
This may mean that the market has become too comfortable with the trade outlook.
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.
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