#fintwit #finanstwitter
1/n According to "my" crude estimate, "stocks" are more expensive then 1st nov last year when ERP was at 2,96.. where is these variables in 1 year? 🤷♂️
1/n According to "my" crude estimate, "stocks" are more expensive then 1st nov last year when ERP was at 2,96.. where is these variables in 1 year? 🤷♂️
@MacroAlf @JackFarley96 @dampedspring @TureMasing @dahlqvistjonas 2/4 How much will financial conditions tighten. I guess we have to look no further than the inflation prints.
As for 30y, no idea .. iirc supply surprised on the downside on May 2. Growth expectations surely took a hit yesterday, but who knows where EPS will end up..
As for 30y, no idea .. iirc supply surprised on the downside on May 2. Growth expectations surely took a hit yesterday, but who knows where EPS will end up..
3/n the base case(as well as consensus) seems like fin. cond. will continue to tighten until beginning next year. Both 30y and fwd EPS are hard to predict for me, Id be inclined to guess that EPS has some downside to go..
4/4 Sure, consumers got cash and credit, but it doesn't seem like EPS has budged since China locked down and Russia went into Ukraine. Which I think are two big things that should have an impact. Persistence of inflation doesn't seem to have had an impact either..🤷♂️
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