Do people realize that the set of “record-high” macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter?

Do people realize that the set of "record-high" macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter? pic.twitter.com/4wLTUm3KTH — Daniel Lacalle (@dlacalle_IA) April 5, 2021 …

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Record valuations and leverage alone do not make a market top. Add macro timing:

Record valuations and leverage alone do not make a market top. Add macro timing: -Faltering consumer confidence-Liquidity drying up-Negative economic surprises-EPS growth deceleration-Yield curve inversions-Extreme VIX short-China shocks to comehttps://t.co/9DrQo35QlK — Kevin C. Smith, CFA (@crescatkevin) April 26, 2019 The …

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Explainer: how banks fed Aramco bond frenzy: Record orders of $100bn for debut oil bond shine a light on Wall Street tactics

by NineteenEighty9 https://www.ft.com/content/6c4d38c0-5ada-11e9-939a-341f5ada9d40 Saudi Aramco’s debut international bond sale drew $100bn of investor orders for the initial $10bn available to buy, smashing records for an emerging-market bond sale. How does that imbalance between orders and allocations happen, and what does …

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