40 Years of Risk Appetite data for US Investors. Despite the recent strong rebound #WallStreet has never been so bearishly positioned pic.twitter.com/SjrMbsmNLG
— CrossBorder Capital (@crossbordercap) May 9, 2020
When forecasts diverge it is a good indicator of deep uncertainty. So … the dispersion in S&P500 earnings estimates we are seeing right now, it ain’t good news! @WSJecon via @SoberLook pic.twitter.com/crgoegJ4bJ
— Adam Tooze (@adam_tooze) May 9, 2020
Falling again.
The delta in 2-yr yield truly reflects the state of the economy.
An unprecedented dysfunctional macro environment impelling the Fed to suppress rates due to extreme debt levels.
Meanwhile:
Stocks near record valuations are absurdly disconnected from reality. pic.twitter.com/VYbckFLQFp
— Otavio (Tavi) Costa (@TaviCosta) May 7, 2020
There are clearly many nuances of this type of analysis, but it gives you some context. Restaurants employee 19mm people and make up 4% of GDP. Evidence suggest many are permanently impaired.
— Teddy Vallee (@TeddyVallee) May 9, 2020
Wondering how long it's going to take to get this moving again. pic.twitter.com/X1xWtx8NJz
— SentimenTrader (@sentimentrader) May 9, 2020
"Some experts say 80M jobless =closer to reality. That means 10% in #China who're supposed to be employed are actually out of work"
In April our #manufacturing jobs index was still in contraction, #services now expanding slightly@lauraliuhe @Nectar_Ganhttps://t.co/b5dk6jr11R
— China Beige Book (@ChinaBeigeBook) May 9, 2020