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#Markets #MarketTrends #MarketWatch #Stocks

The Fed will have to restablish this downtrend (or the market will have to), otherwise risk assets are wobbly here

With the current housing data and data from the services sector, it is still a decent scenario, but everything is challenged here (including myself)

#MarketTrends #Economy #Finance

I don't really buy that this is an inflation fuelled bond yield rally.

Inflation expectations (traded) are fairly muted this year

It is a massive repricing of real-rate since September

#Bonds #Inflation #BondYields #MarketAnalysis #Finance #Investing #RealRates #EconomicTrends #MacroEconomics

Full-blown meltdown in our Chinese nowcasts as well. I doubt that China can wait until March next year to adress all of this, it looks very dire

stenoresearch.com/the-drill-the-

#ChinaEconomy #Nowcasting #GlobalMarkets #EconomicOutlook #FinancialAnalysis #MarketTrends #GlobalEconomy #StenoResearch

Worth noting if you are a single stock guy. #Nasdaq100 #PLTR #MSTR #AXON #StockMarket #Investing #TechStocks #IndexRebalance

If you think Markets go up 20-25% in 2025, you agree with everyone else. I don’t think 2025 will be a home-run year for the very same reason. #StockMarket #2025Forecast #Investing #MarketTrends #ContrarianView #FinancialMarkets #TradingInsights #MarketOutlook #Economy

Bond yields need to settle down here, or else we are talking about a whole new range admittedly. #BondYields #InterestRates #Treasuries #MarketTrends #YieldCurve #FixedIncome #EconomicOutlook #MacroAnalysis #RiskManagement #FinancialMarkets