Here’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook
“Uncertainty has erased confidence built over a decade”.
“Uncertainty has erased confidence built over a decade”.
Don’t burst my bubble.
We were due.
“[A] disorderly rise of interest rates could cause Wall St deleveraging… and a Main St recession”.
“[The] onus is on the Fed, ECB and PBoC to restore animal spirits”.
Zombies. Lots of them.
So, how serious is the administration about “national security”, really?
The lay of the land as the Fed looms.
If you’re curious to know what US credit investors are concerned about, the answer is “China”.
Is this just lip service?
Attribute it to whatever you like…
“…the current gap is one of the largest since the GFC”.
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
For the first time in survey history…
This, despite the best start to a year for stocks since 1987.
And without further ado…
Calm down, it’s not the “Big Low”.
What $694 billion in AUM has to say…
Quick! Somebody buy some iPhones!Â
“Speculative positioning is way long the dollar and now they’re wrong.”
“The Big Low” and a “V-shaped trajectory”.
“We remain bearish.”
“The market has just been getting narrower and narrower.”
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