Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
“Given all of this – why are we not bearish?”
This may be wholly self-evident/tautological, but…
Less “recessionary” now?
The mood has soured.
Nothing “innocuous” about this.
The coming “litmus test”.
Remember: anything is better than Larry Kudlow’s “models”.
“Despite all the doom and gloom”…
As good as it gets.
U.S. Feb. Nonfarm Payrolls Rose 313k
Avg. hourly earnings Y/y 2.6%
“By nearly every measure – earnings, revenue, spreads, lending conditions and access to capital markets – the macro environment was one that was suggestive of negative GDP growth”…
“For the first time since 2011, hopes for double-digit growth in U.S. earnings aren’t a fantasy [because] Wall Street analysts have been standing firm on forecasts.”
Rates, the economy and the prospect of an “earnings recession.”
The S&P 500 hit a new record on Friday. Some readers (most, I hope) will
It’s the liquidity! It always is. Last year was remarkable for a number of reasons,
The profit recession for corporate America ended in Q3. EPS growth was around 4% last
55 pages of Mike Wilson. Just imagine. For market skeptics, Christmas arrives every year in
Year-ahead outlook pieces from Wall Street are replete with references to a navigable but narrow
It’s been a frustrating year for equity bears. The earnings recession was supposed to be
Equities will have to try a little harder (and probably a lot harder) if they
2024 is an election year is the US. Maybe you’re aware. If this US presidential
“Somewhat vindicated.” That’s how one mainstream financial media outlet described the persistently bearish view harbored
This quarter (Q3) marks a year since investors were told to be on watch for
In the latest weekly+ I touched briefly on earnings season in the US, where results
Those of you old enough (or, as a reader once joked, while putting her own
Looking for a contrarian bearish indicator? Stocks would probably work. US equities are up 20%
You must be logged in to post a comment.