bearish
The S&P 500 Index Needs a Macro Miracle!
269 Views05 Sep 2023 20:52
It would require a massive spike in the ISM Manufacturing Index and, hence, a boom in the US economy to remove the vast amount of equity market downside Macro is signaling.
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, 3-minute read)
Discussions
(Paid Plans Only)
- Saudi Arabia Is Now in Charge of the Federal Reserve15 Sep 2023
- The Growing Central Bank Dilemma and the FX Trade that Goes with It13 Sep 2023
- The Weekly Market Monitor – Valuation Woes and Currency Moves08 Sep 2023
- The S&P 500 Index Needs a Macro Miracle!05 Sep 2023
- The Weekly Market Monitor – Spending Pressure, Labor Lull, and Bitcoin Fatigue04 Sep 2023
- Seasonality: September Is a Bad Month for ALL Risky Asset Classes30 Aug 2023
x