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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%), worst HY bond market (-4.8%, spreads>1000bps), worst MSCI equity index (-5.7%); like Japan 1990-2007, Ch...

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 more synchronized growth boom, as widespread vaccination allows for a sustained rise in mobility and ec...