https://twitter.com/yuriymatso/status/1500587038520725507
We’ve passed from inflation driven by stimulus, low interest rates and supply chain disruption
To
Ukraine/Russia war
People think: central banks will cut interest rates and will inject more liquidity.. prepare for 300$/bbl then lol
— Alessio (@AlessioTMAD) March 6, 2022
https://twitter.com/QTRResearch/status/1500500199747117057
84% Expect Gas Prices to Keep Climbing https://t.co/QQfSKWI5Ff pic.twitter.com/MKYuZ9W42g
— Rasmussen Reports (@Rasmussen_Poll) March 6, 2022
Base case for Q2: SPX < 4000.
Earnings revised down to 6-7% (now 9%) in 2022 on cyclical slowdown enhanced by inflationary pressures and weak credit impulse.
12m fwd P/E around 17 (now 19): wider risk premia required as the Fed turns more hawkish at the worst possible times.
— Alf (@MacroAlf) March 6, 2022
"what risk level are you running in your portfolio?" pic.twitter.com/HKlovBbRVR
— Callum Thomas (@Callum_Thomas) March 6, 2022
https://twitter.com/AndysCycles/status/1500631315007393800
h/t mark000
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