Page 7 - Bear Indicator News Today

Side-by-side declines in U.S. equity and fixed income markets are pushing investors into cash, commodities and dividend-paying stocks as geopolitical uncertainty and worries over a hawkish Federal... | March 25, 2022

Cash holdings have spiked to recessionary levels but investors still haven’t fled market

Markets have endured a difficult 2022, but there are no indicators of a market bottom

Dash to cash now at level associated with above-average short-term returns

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

The bank says its survey is the ‘least bullish’ since October 2020.

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

MacroBusiness Access Subscriber Only Content at 12:00 pm on July 26, 2021 | 2 comments Over this year we have watched as various Wall Street investment houses have made a hash of sector rotations and equity factors.  Today I can report that they are increasingly falling in behind MB (which may not be a good thing!). The most bearish on stocks and hawkish on inflation has been BofA. No longer! Tale of the Tape: China = best government bond marketYTD (4.5%), 2nd best currency vs US$ (0.9%), wors...

MacroBusiness Access Subscriber Only Content at 11:30 am on July 13, 2021 | 1 comment At the head of the queue are those that see good news as entirely good news! JPM was last into in the reflation trade and it appears it will be last out as well: Cross-Asset Strategy: We maintain our pro-risk view given the ongoing recovery from the pandemic, accommodative monetary policy, and still moderate positioning in risky asset classes. We look for global GDP to surge in 2H as the laggards join in a mor...