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1142 days ago

Coronaconomy - inching back to recovery

After a swift (half) recovery from the March downfall, advanced economies are slowly inching back up. 

#Macro
Coronaconomy - inching back to recovery

1143 days ago

Market euphoria literally goes off the chart

Citigroup's Panic/Euphoria chart needed to expand the Y-axis to fit the latest level of record euphoria

#Macro
Market euphoria literally goes off the chart

1143 days ago

Morgan Stanley predicts US output will rise above its pre-COVID levels

MS thinks the slump plus gov. spending afterwards will trigger a new growth normal. Here's hoping... 

#Macro
Morgan Stanley predicts US output will rise above its pre-COVID levels

1143 days ago

BoA FMS - Average cash levels held by fund managers hits lowest since 2013

Still waiting for all that cash on the side-lines to flow into the market

#Stocks #Macro
BoA FMS - Average cash levels held by fund managers hits lowest since 2013

1143 days ago

BoA - record number of fund managers think they are taking higher risk than normal

Makes sense - buying into successive record highs during a pandemic is uncomfortable

#Stocks #Macro
BoA - record number of fund managers think they are taking higher risk than normal
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