bearish
Bank Credit Compass: Regime Change May Limit the Annual January Bounce
533 Views31 Dec 2020 19:12
Goldilocks may morph into a market wolf if the US Senate changes hands while 100 mask wearing days haunts of Carter-like sentiment. This is not priced in and may limit the annual January bounce.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Hank Calenti, CFA
Financials Credit Analyst
Price Chart(Sign Up to Access)
- Risk Assets Are Supported by a Distracted Congress and Accommodative Fed24 Jan 2021
- Bank Credit Weekly: Distractions May Drive Markets Near Term17 Jan 2021
- Bank Credit Weekly: Moving the Goal Posts10 Jan 2021
- Bank Credit Strategy: Q1 Glass Half Full as Market Dynamics Overwhelm Relative Valuations31 Dec 2020
- Bank Credit Weekly: Fed Spikes While the ECB Sweetens the Punch Bowl20 Dec 2020
- Bank Credit Weekly: Election Goldilocks Priced-In as Growth Concerns Increase08 Nov 2020
x