Dark, gloomy in Chicagoland :-/ Fintwit sentiment during only COVID-19 discussions similar. Pessimistic since Apr 17. Lack of test/trace + case rebounds most cited causes.
But, that's the beauty of Fintwit, not everyone singing same tune over COVID-19 or markets. (1/4)
But, that's the beauty of Fintwit, not everyone singing same tune over COVID-19 or markets. (1/4)
Perma-bulls becoming very optimistic again over consumers leaving hibernation. Oddly, bulls most pessimistic in COVID-19 discussions of late.
Perma-bears seeing bullish equity bias end into month-end. Belief this is a 'bear rally' set to end? Also losing hope in stimulus. (2/4)
Perma-bears seeing bullish equity bias end into month-end. Belief this is a 'bear rally' set to end? Also losing hope in stimulus. (2/4)
Pragmatists' and economists' bullish leaning on USD is ending. Economists remain MOST uncertain group. Modeling using intermittent econ data releases of little help in this environment. Alt data all the rage! (3/4)
Bigger picture, bearish sentiment across all Fintwit still on steady mend. We'll see if recent drop in uncertainty continues, likely relic of dampened mkt vol.
For better or worse, consumers beginning to leave hibernation. Next few weeks mean A LOT for ability to rebound. (4/4)
For better or worse, consumers beginning to leave hibernation. Next few weeks mean A LOT for ability to rebound. (4/4)
