Please remember that if signals from soft data end up in hard data, it normally has a lag of three to six months.
In other words, it’s too early to draw comfort from the fact that the recent deterioration in consumer and corporate sentiment is not reflected in the hard data.
Please remember that if signals from soft data end up in hard data, it normally has a lag of three to six months.
In other words, it’s too early to draw comfort from the fact that the recent deterioration in consumer and corporate sentiment is not reflected in the hard data.
www.nytimes.com/2025/03/19/n...
www.wsj.com/arts-culture...
www.wsj.com/arts-culture...
https://www.ft.com/content/9ff18582-dcd0-48c6-a99e-88492dba3de3
https://www.ft.com/content/9ff18582-dcd0-48c6-a99e-88492dba3de3
Almost every bubble starts with a good fundamental reason, only for markets to then overshoot the fundamentals -- where it gets ugly is when the fundamental story changes.
When you least expect it: entrylevel.topdowncharts.com/p/chart-of-t...
Almost every bubble starts with a good fundamental reason, only for markets to then overshoot the fundamentals -- where it gets ugly is when the fundamental story changes.
When you least expect it: entrylevel.topdowncharts.com/p/chart-of-t...
Tesla Cybertruck deliveries reportedly on hold because the trim is flying off www.msn.com/en-us/money/...
Tesla Cybertruck deliveries reportedly on hold because the trim is flying off www.msn.com/en-us/money/...