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Germany

+11 pts



The Recession Has Arrived

By mooreideas on Sept. 26, 2022, 11:44 a.m.
Tagged topics: recession

Views: 4, Votes: 2, Responses: 0, Attachments: 1
SPY

+12 pts



S&P 500: Filter The Noise

By beat_the_street on Sept. 20, 2022, 5:55 a.m.
Tagged topics: recession

Views: 12, Votes: 3, Responses: 0, Attachments: 0
Global Macro

+13 pts



Recession Risk and Terminal Rates: Lessons from Early Hikers

By ethonomics on Aug. 23, 2022, 1:45 p.m.
Tagged topics: recession , rate hike

Views: 10, Votes: 1, Responses: 0, Attachments: 1
EU Macro

+34 pts



Tougher Times Ahead

By mooreideas on Aug. 17, 2022, 1:10 p.m.
Tagged topics: recession , Germany

Views: 8, Votes: 2, Responses: 0, Attachments: 1
US Macro

+10 pts



Equity market usually bottom before recessions, and earnings typically continue to fall but NTM P/E stabilize after a recession. Now with the recent rally, the...

By ntanminchen on Aug. 10, 2022, 7:43 p.m.
Tagged topics: recession

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+51 pts



Where to Invest Now: Better than feared

By ethonomics on Aug. 10, 2022, 4:24 p.m.
Tagged topics: recession

Views: 56, Votes: 7, Responses: 1, Attachments: 1
Credit Strategy

+18 pts



The rally of past two weeks has continued in the post FOMC. HY spreads close to 100bp tighter versus the beginning of the month. Investor...

By marschenntdeb729bd97b0413b on Aug. 3, 2022, 7:06 p.m.
Tagged topics: recession

Views: 24, Votes: 7, Responses: 0, Attachments: 0
Credit Strategy

+35 pts



The Emerging Shape of Distress

By mooreideas on Aug. 3, 2022, 11:11 a.m.
Tagged topics: recession

Views: 15, Votes: 3, Responses: 1, Attachments: 1
US Macro

+10 pts



The declining property market in US is usually a precursor of economic recession. CRE price index increased 1.3% MoM in June 2022, however, the transaction...

By marschenntdeb729bd97b0413b on July 29, 2022, 8:31 p.m.
Tagged topics: recession

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+35 pts



CRE Tracker: CRE Fundamentals vs. MS Recession Indicator

By mooreideas on July 28, 2022, 12:01 p.m.
Tagged topics: recession

Views: 12, Votes: 3, Responses: 1, Attachments: 1
Global Macro

+10 pts



The recent German business confidence data is short of expectation which is consistent with the weakness in it's poor PMI data (i.e., fell below 50)....

By ntanminchen on July 26, 2022, 10:20 p.m.
Tagged topics: recession , Germany

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+40 pts



Cooling Down, Rapidly

By mooreideas on July 26, 2022, 10:40 a.m.
Tagged topics: recession , Germany

Views: 34, Votes: 5, Responses: 1, Attachments: 1
US Macro

+10 pts



After the June CPI hits new record, the headline CPI (YoY) growth is likely to have peaked at this point, but the shelter cost (Owners...

By marschenntdeb729bd97b0413b on July 25, 2022, 6:45 p.m.
Tagged topics: recession , inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+40 pts



Weaker Growth, Higher Inflation

By mooreideas on July 25, 2022, 1:09 p.m.
Tagged topics: recession , inflation

Views: 26, Votes: 5, Responses: 1, Attachments: 1
SPY

+38 pts



The S&P 500 Faces An Entirely New Set Of Problems

By beat_the_street on July 24, 2022, 4:42 a.m.
Tagged topics: recession

Views: 29, Votes: 4, Responses: 0, Attachments: 0
US Macro

+10 pts



Broad statement. I see this being applicable to SPY/index traders and less so to stock pickers, namely those with multi year horizons. Markets tend to...

By JH on July 11, 2022, 10:45 p.m.
Tagged topics: recession

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+20 pts



The recent bounce back in US equities is nothing more than a bear market rally. With SP500 trading at 16X forward earning, the risk-reward is...

By ntanminchen on July 11, 2022, 6:40 p.m.
Tagged topics: recession

Views: 38, Votes: 8, Responses: 1, Attachments: 0
US Macro

+50 pts



Slowdown or recession? Downside risk to S&P 500 EPS estimates and index level in event of a recession

By ethonomics on July 11, 2022, 5:39 p.m.
Tagged topics: recession

Views: 51, Votes: 8, Responses: 2, Attachments: 1
US Macro

+38 pts



Are We Already in a Recession?

By ethonomics on July 11, 2022, 5:38 p.m.
Tagged topics: recession

Views: 29, Votes: 5, Responses: 0, Attachments: 1
US Macro

+39 pts



The Slowdown That We Need Is Well Underway

By ethonomics on July 11, 2022, 5:37 p.m.
Tagged topics: recession

Views: 35, Votes: 5, Responses: 0, Attachments: 1