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Cory’s Chart Corner
Load MoreMany 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.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: April 2022
Bubble prices and rising rates are a deflationary force for home prices
BUSY WEEK!!! Where to start!? Let’s start with the most widely held and highly leveraged asset globally, housing. In the past few months, bond prices have dumped (spiking their yields) to discount for a whopping 3% of central bank rate … Continue reading
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Who’s got the Macro Story Right?
Good update on why bonds are deeply oversold and likely to rebound as economic growth and equities continue lower. The consumer cyclical segments of the stock market can see the recession, but all the bond market sees is endless inflation. … Continue reading
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Getting from bubbles through bust
A not-so-stealth bear market continues globally even as a handful of late-cycle holdouts prop up broad indices and mask the breadth of constituent carnage. As our cycle analysis suggested would happen, individual companies and sectors are giving back their rebound … Continue reading
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