growth in trade turning down – trump bump dead pic.twitter.com/jnEX4xsNi3
— Alastair (@StockBoardAsset) June 26, 2019
when restocking is a significant part of GDP – following quarters tend to be depressed. pic.twitter.com/uHUoZwBRJP
— Alastair (@StockBoardAsset) June 26, 2019
Earnings growth for Q2 is expected to be -2.6%. Multiples are going up in anticipation of lower short-term rates.
— Eddy Elfenbein (@EddyElfenbein) June 26, 2019
https://twitter.com/TheBigMunchkin/status/1143660574204682241
US 2-year yield now on pace for dropping 8-weeks straight!
Moves as such only happened 8 other times in history.
All of them during bear markets or recessions.What’s the credit market telling us this time? pic.twitter.com/1zMJr1Sd1H
— Otavio (Tavi) Costa (@TaviCosta) June 25, 2019
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