mozgovik.com
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- David Rosenberg:
The bear market is in… fundamentals! The share of listed companies in the U.S. that have lost money over the past year has risen to 40%, the highest since the dotcom bubble of the late 1990s.
- The S&P 500's 12-month forward price-to-earnings ratio just exceeded its December 2017 peak to hit fresh cycle highs
- Another predicament.
Continuing Jobless Claims now rising the most since the Great Recession.
This index tracks the unemployment rate with an exceptional 0.97 correlation since 1968!
Keep this in mind.
The labor market holds the key for the business cycle.
- Opinion:
I'm so sick of the CNBC jockeys saying: Well, P/Es are high, but they're not 2000 high. Sure and in 2000 we had real GDP growth over 4% and National Debt to GDP %s half of what it is today.
Comparing insane valuations to insane bubble periods only says you're in a bubble. 
1. S&P 500: All-Time High
2. Dow: All-Time High
3. Nasdaq: All-Time High
4. Home Prices: All-Time High
5. Expansion: longest in history (126 months)
6. Unemployment: 50-yr low (3.5%)
7. Job growth: longest in history (110 months)
8. Fed: expected to cut rates for 4th time in 2020
Есть логика? 😁
Тимофей Мартынов, Фед играет на опережение кризиса, вливая ликвидность в рынок при снижении ставки.- FED'S KAPLAN SAYS HE WANTS TO ACTIVELY EXPLORE OPTIONS TO RESTRAIN GROWTH IN FED'S BALANCE SHEET
- 1. S&P 500: All-Time High
2. Dow: All-Time High
3. Nasdaq: All-Time High
4. Home Prices: All-Time High
5. Expansion: longest in history (126 months)
6. Unemployment: 50-yr low (3.5%)
7. Job growth: longest in history (110 months)
8. Fed: expected to cut rates for 4th time in 2020
Есть логика? 😁 - Я пропустил инфу, мозговик больше не выходит?
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❗️⚠️🇷🇺#россия #CDS #макро #наблюдение #дивергенция #warning #санкции
CDS на Россию уже 53.5. Мы в зоне «complacency». Осторожно.
Татьяна Евдокимова (Nordea): CDS на РФ не только ниже Казахстанского, Польского и Венгерского, но и ниже уровня 2005, когда рейтинг РФ был выше нынешнего
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