The indicator of current financial conditions (vs. a year ago) bounced from the lows this year. #consumer @dailyshot charts... dailyshotbrief.com
Eurozone: The recent equity market rally has eliminated the excess risk premium over bonds.
Deutsche Bank’s positioning indicator has been nearing its midpoint level.
Inflows into investment-grade bonds have been slowing.
The TD Ameritrade retail positioning index remained depressed in January.
Fewer "recession" mentions on earnings calls.
But more swearing.
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