Browsing Tag

equities

Bears forced to raise targets

I am back from the 4th of July weekend here in the US. I have a few new thoughts to share with you today. But, my overall macro view remains the same - namely that the US has recovered from recession but downside risks to the US economy and…

This feels like a phase shift

This week I have been making the case for fading this market re-opening rally. I did not expect it to fall apart straight away. But yesterday we saw the first chinks in the armor. So let me tell you what I'm thinking now. This will be…

Some thoughts on the bullish narrative

We have started an experiment at Real Vision on our Daily Briefing where we have guest commentators more often. Our usual European commentator, Roger Hirst, is out for two weeks. And so we thought it would be a good opportunity to mix…

Reality is setting in, but only slowly

I woke up in the middle of last night. And I checked my phone really quickly. I know I shouldn't do it. Studies say it's bad sleep hygiene. But I couldn't help myself. I was on edge about all of the market volatility and I needed to know…

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