https://twitter.com/OccupyWisdom/status/1092603156398333953
Wall Street analysts now expect S&P 500 companies to report an average 0.8 percent decline in first quarter profits, according to FactSet.
At the end of September, analysts expected first quarter profits to increase by 6.7 percent, on average.
๐https://t.co/SZYKrmdydR pic.twitter.com/NSTg04Ntwf— M/1_LP (@MI_Investments) February 5, 2019
WSJ: Over the past year, purchasing managers sounded an early and persistent warning: The health of the global economy was sputtering.
๐https://t.co/sTUnjRTRYA pic.twitter.com/edNZdVsuUa— M/1_LP (@MI_Investments) February 5, 2019
โ…We suspect it will be negative soon and at least one more quarter will turn out to be negative as well. Ultimately, we wouldn't be surprised if every quarter this year ends up in negative territory.โ – Morgan Stanley on S&P 500 earnings growth pic.twitter.com/RguCVvJgvy
— Sam Ro ๐ (@SamRo) February 5, 2019
Economist Andy Xie on China's limited ability to stimulate it's economy in 2019 vs 2008: "China's debt has doubled in the aftermath of the global financial crisis…The level is so high now it's not easy to move the economy," Mr Xie says.
๐https://t.co/ES1W58GVtB pic.twitter.com/jAiAy68BiW
— M/1_LP (@MI_Investments) February 5, 2019
the FED and QT : Why is QE coming back ….
read our report on the rationale and basis of expected QE , liquidity and importance of central banks in the modern economy. ask act@liquidity.com #Fed #QE #CentralBanks pic.twitter.com/DcJieqFwvJ— CrossBorder Capital/ GLIndexes (@crossbordercap) February 4, 2019
4% growth ahead….
China has peaked pic.twitter.com/qJRH3rTZzk
— Tracy Shuchart (๐๐ฝ๐พ ) (@chigrl) February 4, 2019
Explosive growth of US private debt market brings parallels to โwild westโ [FT]
โIt puzzles me,โ says the head of one credit hedge fund that has shunned private debt. โTheyโre lending to complete shit at a spread of 100-150 basis points above high yield.โ
https://twitter.com/LordPolemos/status/1092428710316105730
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