Do people realize that the set of “record-high” macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter?

Do people realize that the set of "record-high" macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter? pic.twitter.com/4wLTUm3KTH

— Daniel Lacalle Official Account (@dlacalle_IA) April 5, 2021

lowest total put/call ratio since 2/22

— Dune AnaIytics (@DuneAnaIytics) April 5, 2021

UBS has a 94-page deep-dive on how many retail store will close over the next five years.

Their answer: ~80,000, about 9% of the existing store base.

Affecting apparel, electronics and furniture the most. pic.twitter.com/osOCrewCSe

— Carl Quintanilla (@carlquintanilla) April 5, 2021

https://twitter.com/RetirementRight/status/1379143419709153280

Reflation trade bro https://t.co/7FxK4QdZbr

— Alessio (@AlessioTMAD) April 5, 2021

https://twitter.com/RetirementRight/status/1378889781384409092

The truth bleed, one drop at a time. The AIG classic, they tell Hank Paulson it’s $85B and a week later it’s $180B… Sheep… https://t.co/utuqQo9WsQ

— Lawrence McDonald (@Convertbond) April 5, 2021

https://twitter.com/MFHoz/status/1379172689781387275

Buying the stock market at the highs pic.twitter.com/HgFoWFJvxU

— Alessio (@AlessioTMAD) April 5, 2021

https://twitter.com/MFHoz/status/1379171375307427840

Strong ISM a warning sign? pic.twitter.com/vZ941vUDhE

— Win Smart, CFA (@WinfieldSmart) April 5, 2021