This week: various measures of investor sentiment, retail investor exodus, positioning, corporate bond risk indicator, earnings warnings for Q3, fed pivot caution, average age of founders, seasonality
hmm, interesting, difficult to speculate without seeing both data sources, but it wouldn't surprise me if there are more articles than usual on negative pre-announcements given the stage we are at in the cycle (arguably it is more relevant than usual given the risk of earnings recession, and probably people more inclined to negative news given bearish price action..)
Double Awesome! Thanx! Rj
Cheers!
🤝
Thanks Callum.
Due a BMR of some magnitude but the canary is on life support.
Lots of pressure on earnings. DXY is painful. Who knows.
really good stuff
Thanks!
16th October, not 9th!!!
hmm, interesting, difficult to speculate without seeing both data sources, but it wouldn't surprise me if there are more articles than usual on negative pre-announcements given the stage we are at in the cycle (arguably it is more relevant than usual given the risk of earnings recession, and probably people more inclined to negative news given bearish price action..)
Fascinating. Thanks for the color! Indeed, seems like the leads/lags are always the same conceptually but always different timing-wise...