I have no idea what you think you are saying here but it is you that is making conclusions that are not supported at all by the data. As have many on here who insisted that markets were going to drop hard from last years lows.
The US is now in recession
- Thread starter earth_imperator
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I have no idea what you think you are saying here but it is you that is making conclusions that are not supported at all by the data. As have many on here who insisted that markets were going to drop hard from last years lows.
I am quoting the current data on yields and spy, how to conclude is up to you.
Several other things you said in this thread were false. If you are going to insist on doing this, don't be surprised if someone calls you on it. It's amazing really how so many on here just want an echo chamber of negativity about markets and the economy. We got that a lot on here from 2009-2015. The conspiracy theories are really hot these days just like back then.
sure you can call me out but with data, to dispel wall of worry, until than
tom lee remains my favor guy on tv
the definition is 2 consecutive gdp numbers, that’s unlikely this year, only 2 quarters left. however just like last year, we pulled out a technical bear market just to avoid a technical bear market. the bond guys are always right.
Yield curve can be inverted if inflation is expected to fall quickly. Bond guys are no longer pricing cuts for this year, growth risk is being added back which has caused recent steepening in the yield curve. The no landing / soft landing camp is gaining steam.
but would you put more chips in the game? that’s the ultimate question.
i am holding off zt zn long trades, not chasing highs, can wait.
I'm very tactical so can't really comment on anything longer than a few days. With that being said, I do think the signs point to an improving equity outlook driven by positive revisions to the economic outlook.
Personally, I'm also in the bearish camp. However, there's little evidence supporting that view right now.
Isn't it well deserved? You can't sit there and let Banana Ben Bernanke bankrupt all future generations with multiple lies of QE (this is the last time guys, I promise!). And then claim that everyone's worries were for nothing because we went on a bull-run after 2009.
At what cost was that bull-market!?