bearish
Bank Credit Weekly: New Equation Is Bad News = Buy
230 Views06 Dec 2020 04:28
The worse the economic news, the greater the expectation of US federal stimulus, the more the market rallies. We are now more set-up for buy-the-rumor, sell-the-fact profit taking.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 9-minute read)
Discussions
(Paid Plans Only)
Hank Calenti, CFA
Financials Credit Analyst
Price Chart(Sign Up to Access)
- Bank Credit Weekly: Fed Spikes While the ECB Sweetens the Punch Bowl20 Dec 2020
- Bank Credit Weekly: Krampus Is Coming to Town: Fed, Stimulus & Brexit to Taunt Over-Eager Investors13 Dec 2020
- Société Générale AT1: Resolution or Resilience in the Retail Restructuring? Take Shorter Duration11 Dec 2020
- Bank Credit Weekly: New Equation Is Bad News = Buy06 Dec 2020
- Bank Credit Weekly: Play Safe in Asia or Ride the US Bull?29 Nov 2020
- Bank Credit Weekly: Vaccine Rally, Then Consolidation, Drives Outperformance & Turkey Vs Thai Banks15 Nov 2020
- Bank Credit Weekly: Election Goldilocks Priced-In as Growth Concerns Increase08 Nov 2020
x