Weekly Note 2022.07.04
Recession fears overblown
Recession fears overblown
Bullish sentiment towards EOQ flows and July seasonals
Risk is very very oversold…
Let’s get Tactical, Let me hear your Trades talk…
Recession still likely to be a 2023 story
Inflation and volatility easing…
Shortest bear-market ever?
Have we seen peak fear for now?
So no reprieve then?
Post-FOMC reprieve?
Some EOM pre-FOMC respite?
Nope. It’s not different this time.