Looking Ahead To ‘The Poor Bank Redemption’
Is bank underperformance “a signal of no economic hope” and something “sinister”?
Is bank underperformance “a signal of no economic hope” and something “sinister”?
“…we see a high risk of a more orderly setback for risk assets”.
“While it’s impossible to isolate the impact, bulls note…”
A tale of “growth expectations jumping, cash levels collapsing, and risk appetites surging”…
Is it really “exuberance”?
“I don’t know where that got started on Wall Street”.
Famous last words?
We could see 3,250 within days.
They say it promotes “transparency.” It’s important, they say, for the public to understand “the process.”
“Investors”, he writes, are “still extremely bearish”.
Respondents see a “U-shaped” recovery, not a “V-shaped” miracle.Â
“The scale of the policy panic is astonishing.”
“The liquidation vortex”…
The situation is fluid.
“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
“Investors want to be long US Treasurys”.
A news anchor reads them, above static: “Stocks edged higher in volatile trading”…
“Pneumonia apocalypse” wasn’t a box that was available to check.
“What difference does it make?”
“The 1981-2016 era of unchecked flow of goods, people and capital is coming to an end”…
More “FOMO” feeling as recession risk is rapidly priced out.
It would be both correct and incorrect to say the week ahead will be all about trade.
That FOMO feeling again.
“Marking to misery” gives way to “waves of optimism”.
“Probably a lot ahead of schedule”.
Loosen the damn purse strings.
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