A great piece, Mr Kronawitter. Thanks for sharing. Even though I share all of the above, I would like to ask you: do you believe that there´s another catalyst needed for the SPX to break lower? If so, any thoughts on what that might be?
Two further questions, if I may: do you think a late cycle spike in oil could end the apparent strenght of the consumer and, therefore, the labor market´s?
Last one, do you think that IWM/SPY offers some interesting entry point? IWM seems to be pricing a much higher probability of a hard landing, as well as being traded at almost the covid lows.
Fantastic. I really appreciate and value your work. Thank you !
Thank you!
Another great article. Thanks for sharing!
Thanks a lot!
Very nice - thank you!
I’m with you on the treasuries, although I favor TLT. My expectations are that a credit crunch will cause growth and inflation to collapse.
I am a bit concerned in the short-term about what happens to treasury yields when the Treasury issues more debt.
thanks for this!
A great piece, Mr Kronawitter. Thanks for sharing. Even though I share all of the above, I would like to ask you: do you believe that there´s another catalyst needed for the SPX to break lower? If so, any thoughts on what that might be?
Two further questions, if I may: do you think a late cycle spike in oil could end the apparent strenght of the consumer and, therefore, the labor market´s?
Last one, do you think that IWM/SPY offers some interesting entry point? IWM seems to be pricing a much higher probability of a hard landing, as well as being traded at almost the covid lows.
thanks ahead! appreciate your work