bullish

Root /OH

Fallacy Alarm's Elevator Pitch Party

181 Views26 Mar 2024 04:53
Syndicated
SUMMARY
  • Fiscal spending has been the key driver for this bull market as it reaccelerated in late 2022 following the inflation and subsequent interest rate shock.
  • This impulse will likely diminish over the next months. It will be replaced by a credit impulse from rate cuts, the first few of which will be very powerful.
  • Market mechanics will be accommodating. Leverage in the system is low. In fact, the pain trade is still higher.
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