The signs of recovery in the US are there, but it is still very early to be even remotely bullish. pic.twitter.com/44ei5puweP
— Daniel Lacalle (@dlacalle_IA) June 19, 2020
The manufacturing sector remains in recession.
• The Philly Fed's factory activity indicator registered a sharp rebound in June.@SoberLook
h/t @ennovance pic.twitter.com/PbHcYxZ2ul— Mo Hossain (@MoHossain) June 19, 2020
S&P and Macro Fundamentals pic.twitter.com/0LVRBNu0hQ
— Win Smart, CFA (@WinfieldSmart) June 19, 2020
Add Marks to the list of prominent investors (Druckenmiller, Dalio, Tepper, etc.) who are confounded by the market moves as of late t.co/ywWL8bu927
— Leslie Picker (@LesliePicker) June 19, 2020
*AMERICAN AIRLINES SAID IN TALKS FOR $2 BILLION JUNK-BOND SALE
Some day there will be business school case studies on the hubris displayed by greedy corporate execs who, after gutting their balance sheets, were thrown a free lifeline…
Cont'd…
— Mike Coolbaugh (@elementmacro) June 19, 2020
HIGHER EARNERS ARE MORE OPTIMISTIC pic.twitter.com/r086hCwZ1x
— Win Smart, CFA (@WinfieldSmart) June 19, 2020
CORPORATE DEBT SITUATION pic.twitter.com/v7cHseDVv9
— Win Smart, CFA (@WinfieldSmart) June 9, 2020