Posted by DigiNomad on 11th of May 2023 at 11:10 am
Institutions running for the safety of mega cap tech and bonds
today....and not in a half ass kind of way. Consensus appears
to be that the downturn has arrived or is basically on top of us.
Lock in your yields while you can - this is the part of the
cycle where the curve un inverts because the recessions has arrived
vs the curve just predicting that it is coming.
Posted by jackbnimble on 11th of May 2023 at 11:27 am
Leading indicators are screaming recession (real estate peaked,
manufacturing peaked, corporate earnings peaked). The final
horseman is unemployment, and today's data showed continuing claims
curve high. Long bonds & short stocks.
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AMZN follow up
Posted by matt on 11th of May 2023 at 11:07 am
AMZN - Chart Link-
Institutions running for the safety
Posted by DigiNomad on 11th of May 2023 at 11:10 am
Institutions running for the safety of mega cap tech and bonds today....and not in a half ass kind of way. Consensus appears to be that the downturn has arrived or is basically on top of us.
Lock in your yields while you can - this is the part of the cycle where the curve un inverts because the recessions has arrived vs the curve just predicting that it is coming.
Leading indicators are screaming recession
Posted by jackbnimble on 11th of May 2023 at 11:27 am
Leading indicators are screaming recession (real estate peaked, manufacturing peaked, corporate earnings peaked). The final horseman is unemployment, and today's data showed continuing claims curve high. Long bonds & short stocks.