@BlogJulianKomar Between 1 and 2, I’m leaning toward 2 - the last candle on 1 doesn’t sit well with me because of higher volume. 1 has has a much tighter base, so I could be wrong - won’t be the first or the last time. Would probably buy both :)
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There are major signals flashing recession right now indicating we are on the verge of economic collapse worse than the great depression
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https://t.co/S0eA6qQKLU
The US 2-year Bond, at 4.3% yield, is one of the best risk-reward investments currently in the market.
Because If the US2yr is at 4.3%, then:
- US IG should be >6%
- US HYG should be >8%
- US Equities should be >10% FCF 💀
Oversimplifying, but you get the point.
Most important chart imho, from @bespokeinvest
Look at column 1. Assume NO inflation month-on-month. Means inflation gets to 2% by April 2023. Probably means market bottoms Q1-Q2 2023, though by then we will be in a recession so could be different game.
This is one of my favorite 'how?' charts currently.
Markets expect the #ECB to continue hiking long after the #FederalReserve has paused amid a #recession. This will not happen, providing more downside for the #euro.
More here: https://t.co/KqnyzOHqT4