Retail investors have piled into US markets this year 👀
Financial Times pic.twitter.com/HuNkhvWjlv
— Alessio (@AlessioTMAD) February 20, 2023
US P/E ratios are beginning to perk up again. $SPX pic.twitter.com/o3zlSB3pjA
— Ayesha Tariq, CFA (@AyeshaTariq) February 20, 2023
$spx new lows in 2023? pic.twitter.com/Z704eSbhqc
— Álvaro Oviedo (@alvoviedo) February 19, 2023
This is incredible:
Futures now show a 21% chance of a 50 bps rate hike in March!
3 weeks ago, there was a 1% chance of this happening.
Futures also show a (very small) chance of rates rising to 6% this year.
This is the biggest shift in hawkish expectations since Sept 2022. pic.twitter.com/xehS9RJDvV
— The Kobeissi Letter (@KobeissiLetter) February 20, 2023
#Equity #Risk premium now in the danger zone according to Morgan Stanley. pic.twitter.com/q5yx0u33RQ
— Lance Roberts (@LanceRoberts) February 20, 2023