If the credit impulse matters as much as it has done in prior cycles, then we haven't even seen the beginning of the bond rally.
Weekly out -> https://t.co/aGNCuVP4dg pic.twitter.com/nuL55zYtci
— AndreasStenoLarsen (@AndreasSteno) July 25, 2021
Just to put things into perspective: S&P trades at ATH: 179 trading days have passed since the last 5% S&P 500 drawdown. pic.twitter.com/q2bB0pycBG
— Holger Zschaepitz (@Schuldensuehner) July 25, 2021
#recession … #StockMarket #Bubble edition
This is sustainable… 😂 https://t.co/Lm0ebJatvI
— Invariant Perspective (@InvariantPersp1) July 25, 2021
St. Louis Fed Financial Stress Index measures -0.9812 in the week ended July 16, down slightly from a week earlier (0=normal stress) https://t.co/Laj1vp01AT pic.twitter.com/bNHVN1B5ak
— St. Louis Fed (@stlouisfed) July 25, 2021
#recession … #StockMarket #Bubble edition https://t.co/Zclyqp9QFW
— Invariant Perspective (@InvariantPersp1) July 25, 2021
$spx earnings yield pic.twitter.com/aj9tuhQScN
— VIX Squared (@vixsquared) July 25, 2021
Yep, I went 7x on my calls. Many thanks.
— Briton Roberts (@BRob365) July 25, 2021