15. marts · ugebrev.dk
Finansguru: Det begynder at ligne finanskrisen i 2008: Sådan trader vi den
Taking a closer look at just it is Wall Street is trading, in his “Tale of the Tape” section, Hartnett writes that the soaring oil is tightening financial conditions, and a Fed cut is being priced out (June was 100% probability, now 25%); Yet the BofA strategist warns that a bigger risk for stocks is EPS not CPI; that’s because big banks are the glue between Wall St & Main St and one can’t buy cyclicals when banks breaking down (BKX <150) on fears of the great private credit bubble unknown.
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