S&P500's Q2 #earnings expectations continue to slide
via @biancoresearch @SoberLook pic.twitter.com/G8gnVes5sg
— Gregory Daco (@GregDaco) July 10, 2019
Chart suggests earnings are going negative
Chart suggests earnings are going negative from CNBC.
Manhattan home prices falling at fastest rate since GFC@DeutscheBank @SoberLook @streeteasy pic.twitter.com/AbT2XepB8O
— Liz Ann Sonders (@LizAnnSonders) July 10, 2019
Equities pricing in a big uptick in the global cycle. $SPX $ACWI pic.twitter.com/W5Y4FQAdKu
— Teddy Vallee (@TeddyVallee) July 10, 2019
Given the global PMI, policy rates are far too tight – primarily driven by the United States. BoyYouGottaCutit# pic.twitter.com/kZ0gaKABRe
— Teddy Vallee (@TeddyVallee) July 10, 2019
Fed policy turning uber dovish with stocks already at record valuations & late in the business cycle? Never ends well.
US vs. German yield spread breaking down from a multi-year support line!
Last two times coincided with the peak of the tech & housing bubble.
Fed policy turning uber dovish with stocks already at record valuations & late in the business cycle?
Never ends well. pic.twitter.com/ZqZQbU3Vkg
— Otavio (Tavi) Costa (@TaviCosta) July 10, 2019