This week: important market update, technicals, catalysts, key levels, sentiment snapshot, flows and unwinds, risks from here, the Fed, valuations, stocks vs bonds...
Hi Callum, could you pls explore the relation between Citigroup Economic Surprise Index and the S&P 500? And also interesting would be EPS Earnings vs Forecast vs Revision. Many thanks.
Live Q&A chat thread here: https://open.substack.com/chat/posts/0d55a748-746f-4645-b67d-f002260dd2be
Chart #3. A+ take. Ppl are so delusional about where the market has gone since Oct 2023.
Yep, and newer investors have been trained to expect markets only to go up...
Excellent! I've referred back to this weekly chartstorm 2 or 3 times already this week. Thanks!
cheers, me too actually (clicking link to stockcharts/marketcharts to see how it's tracking)
Hi Callum, could you pls explore the relation between Citigroup Economic Surprise Index and the S&P 500? And also interesting would be EPS Earnings vs Forecast vs Revision. Many thanks.
Callum - I thought I saw an additional email update this morning, but now I can't find it? Can you re-send.
hmm, I didn't send anything else aside from the main weekly above... I will be doing the Chat Room Q&A soon though: https://www.chartstorm.info/chat