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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Leading indicators are screaming recession
AMZN follow up
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.