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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Daily Archives: February 5, 2022
Deflating realty, growth and commodity demand
The secular downturns in China’s economic growth, property sector, and commodity consumption are deflationary forces globally. This is especially significant in places like Australia and Canada, where commodities and realty prices leapt along with Chinese demand over the past 15 … Continue reading
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