This is a fascinating story that’s likely to fuel market volatility and screw up valuations for a while.@YahooFinance Morning Brief has explored this in recent weeks: t.co/PxQHCJuMaJt.co/V2hKQldqMut.co/X6V2ongXn8 t.co/lcGT1M8yWT
— Sam Ro 📉 (@SamRo) March 30, 2020
The best #recession indicator did it again… t.co/I0sxCwlbbc pic.twitter.com/VxfiKyYf3v
— jeroen blokland (@jsblokland) March 30, 2020
The 2020 $SPY EPS est fell to $163.37 from $169.64 last week. Based on our forecast of a 35% peak-to-trough drop in ests (a rate similar to 2008), the 2020 EPS estimate could fall to $124. That puts the forward PE ratio closer to 20.50x. pic.twitter.com/j25bLNXrQz
— The Earnings Scout (@EarningsScout) March 30, 2020
Oil majors have cut capital expenditures across the board.@SoberLook #oilprice #shalegas #oil #energy #OOTT pic.twitter.com/qDqfN5JybC
— Mo Hossain (@MoHossain) March 30, 2020
If ever there was a time when Shadow Banking could blow up the world, it's now.😬😷🤨
Central banks did literally NOTHING to curb it's rise. Yellen said in 2014 it was thing she most worried about. Did nothing about it for 6 yrs. Day of reckoning?t.co/gIUue4zWVt pic.twitter.com/a5fAzQsMyQ
— M/I_Investments (@MI_Investments) March 30, 2020
Without limits on leverage and risk, companies will just blow up again in the next recession, former Fed Governor Narayana Kocherlakota writes t.co/IMHrrUqlWv via @bopinion
— Robert Burgess (@BobOnMarkets) March 30, 2020