Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
“Once exposure starts to increase, it tends to continue until”…
This is either good news, or bad news or both – depending on your perspective.
“You can’t keep a good autocrat down”.
Markets are ostensibly free to focus on the “fundamentals” again.Â
“…the end of the cycle is more likely than a third temporary loss of momentum”.
The same worry, but now it’s more acute.
“…this does not necessarily lead to a healthy and sustainable economy”.
As everyone piles on “Crazy Joe”, is Trump underestimating Kamala Harris?
None of this sets a particularly upbeat tone.
Don’t call it a “return”.
As good as it gets?
“[I] don’t know why Erdogan does not just take the job himself”.
“To invest that financial seed corn in the possibility of a greater harvest”.
“Rocket ships” and such.
Is good news “bad” news this time?
“We think the sun is slowly setting on this cycle”.
One thing’s for sure…
“They could create an ever-escalating trade war”.
Art of the walk-back.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Ultimately, the data continues to come in soft.
And so, that’s that, it would seem.
“If this is what President Trump is like now, imagine if I am right”…
A few quick points.
It’s not “crazy”.
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