Large bankruptcies with $50m liabilities spiking up…

The next 2 months are crucial. Thus far, most data is pointing towards a bear market rally. Bank of Japan delayed likely monetary tightening decisions that will impact global liquidity negativity until March when the next governor will be announced, and many are expecting a terminal US interest rate of 5.25% rather than a FED pivot very soon and drop in interest rates this year which seem to be priced into the markets presently. EPS are also down generally. It really doesn’t feel like a recession will be averted. The only significantly bullish news globally has been China reopening whilst some fear this will spark new covid variants, pandemic panic is mostly behind us.

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h/t Infamous_Sympathy_91


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