GOLDMAN: Stocks have “largely treated the recent events as a surgical strike on a specific cohort of stocks .. I find that a bit remarkable, especially when you confront the inconvenient truth that central banks are in a very different position today ..” (con’t)
- Pasquariello
- Pasquariello
2.
“.. US regional banks: to my eye, now this is less a story of creditworthiness, and more a story of the degradation of forward earnings power. .. it’s very hard for me to see how this impingement of credit availability isn’t problematic for the heart of the US economy.” $KRE
“.. US regional banks: to my eye, now this is less a story of creditworthiness, and more a story of the degradation of forward earnings power. .. it’s very hard for me to see how this impingement of credit availability isn’t problematic for the heart of the US economy.” $KRE
3.
With the “stunning drop in front end yields, there was kindling for the type of short-term, counter-sentiment rally that we’ve seen this week. .. remember, S&P closed HIGHER the immediate week after $LEH fell (.. recall the #ECB hiked just one month prior to that).”
With the “stunning drop in front end yields, there was kindling for the type of short-term, counter-sentiment rally that we’ve seen this week. .. remember, S&P closed HIGHER the immediate week after $LEH fell (.. recall the #ECB hiked just one month prior to that).”
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