www.linkedin.com/pulse/trade-...

Era of 'Greedflation' is ending—and corporate America should be worried: Albert Edwards
www.linkedin.com/posts/robert...
@moorehn.bsky.social

Pantheon Macroeconomics "The proportion of households intending to purchase a home over the next six months has fallen since the end of last year. Meanwhile, the fall in stock prices likely has whittled away the savings that some households have put aside for a down payment." Samuel Tombs

𝙐.𝙎. 𝙚𝙦𝙪𝙞𝙩𝙮 𝙨𝙚𝙣𝙩𝙞𝙢𝙚𝙣𝙩 𝙩𝙪𝙧𝙣𝙨 𝙡𝙤𝙬𝙚𝙧 𝙞𝙣 𝙥𝙤𝙨𝙨𝙞𝙗𝙡𝙚 𝙗𝙪𝙡𝙡𝙞𝙨𝙝 𝙨𝙞𝙜𝙣𝙖𝙡: 𝙂𝙤𝙡𝙙𝙢𝙖𝙣 𝙎𝙖𝙘𝙝𝙨
seekingalpha.com/news/4423856-u…

RTX upgraded at Baird on surge in European defense spending
seekingalpha.com/news/4422184...

Morgan Stanley: After last week's selloff 1) sentiment/positioning gauges have lightened up considerably, 2) average seasonal performance tends to improve in 2nd half of March, 3) recent USD weakness could provide tailwind to earnings and 4) decline in rates should benefit economic surprise indices

Boeing's cash flow peak will limit gains for stock, Wells Fargo says
seekingalpha.com/news/4421870...

Goldman Sachs "The past month has seen two important shifts across global markets. The first is a sharp re-rating lower of U.S. growth in U.S. stocks (especially cyclicals), rates and the dollar...The second is a sharp re-rating higher in the fiscal impulse in Germany" Dominic Wilson

Oppenheimer & Co. Inc. "We remain positive on equities. The broad rotation which began in the rally from the S&P 500 low on October 27, 2023, has repeatedly deflected volatility, evidenced on a day-to-day and week-to-week basis since the lows in early August of last year." John Stoltzfus

Citi "The dynamics influencing our ’25 U.S. equity market narrative are taking some twists and turns. That said, our underlying views headed into the year remain mostly in place. Principal concerns are that negative tariff-related revisions to consensus expectations are still ahead." Scott Chronert