by 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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Mike Norman considers the following as important:
This could be interesting, too:
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
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
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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