Monday, 24 February 2020

Was the economic bounce since October just a dream?

Was the risk rally/ supposed economic bounce since October all a dream? 



...while the rising continuing claims, falling C&I loans, weakening corp margins, rising inventory liquidation, private sector contribution to Q4 GDP of almost zero, reinverting bond curve this year, they all told the real story, which is that the US is nearly in a recession 

Despite 1.5% rates and a $1Tn plus fiscal deficit We are 5 weeks from the start of Q2, which would be about when a conspiracy theorist would expect the Fed to dump the equity market in order to hurt Trump's reelection campaign/ economic credibility.

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