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Current consensus

Summary:
THIS is the current institutional and public consensus:“to be making some grandiose call about new highs is, quite frankly, it’s irresponsible given what’s going on with the Fed and QT coming. It’s going to be a lot worse than people have experienced so far”Morgan Stanley’s Mike Wilson@isabelletanlee https://t.co/Wz0EKEbe8g— Jonathan Ferro (@FerroTV) August 24, 2022

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THIS is the current institutional and public consensus:






Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

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