Two months after the bottom of the market market, in a moment, commonly known as “maximum uncertainty”, there remains a lot to worry about investors. But the behavior and mailbox of the market itself are not among them. The S&P 500 is up 24% compared to its lower intraday of April 7, one of the strongest and fastest rebounds of a severe correction recorded. In the process, the market has reaffirmed its longer-term trend, the favorites of the Mega-Capitaine are back in speed, the credit conditions are stable, non-American actions indicate that higher industrial actions make new peaks, the yields of the Treasury remain in the established ranges and that the economy acts roughly because it did the day of pre-liberation. Quite an exceptional resurgence from a borderline borderline market borderline, the current path displaying both the medium and means snapbacks from severe corrections, as shown graphically here by Strategas Research. The Deutsche Bank actions strategy team boasts the unusual speed and ferocity of the return of Wall Street of a sudden storm of volatility: “Indeed, it turned out to be the shortest sale on a shock in flight recorded around 2 previous months, then the shock to recover the sale, or a total of 6 months for a round of the original price itself. have hikes in less than 2 months and are already higher. The uncertainty about the future is the permanent state of existence, and the markets are certainly not always in hatred. Frontal or interrupted interruption are still uncertain. Macro fundamentals that occurred two weeks ago when the American-Chinese trade war experienced a significant de-escalation. “This suggests a certain potential drawback if the clashes or the reestone of the trade provision had to strike. Although supposing the cooling trade tensions is sufficiently plausible since the apparatus of the White House to transmit progress (asking for a call between President Trump and China, then announcing the call), looks like a strategic retirement. A victory, perhaps even a victory, even if the index reached this level about seven months ago, and since then, the big companies have displayed two impressive growing growths. S&P 500 is now at less than 3% of its old record, close enough for the move to be very little likely to be a false head, which suggests that it will try to review the peak before too long – say in a few weeks. Need “to chase the market above for a little, assuming that volatility continues to bleed. Goldman Sachs claims that the global hedge funds have added exposure to the market with voracity, but only to bring their positioning on the risk to the neutral. The renaissance macro points to the S&P 500 making a new summit of 65 days last week, a quantitative mermaid calls for black boxes Get more involved. will sometimes serve the highest point of a market movement rather than the beginning of this one.) But it can easily be projected that the rapid return to the old highs would leave the strip even more stretched for the leaflet and the freezing factors. Increase and that the federal reserve is not tightened, it would pinch the calculation of the risk-reversal while making the market less tolerant to negative titles. Facked and just broken up above a six-month decrease in last week. The Introduction on the Stable Circle of Stablecoin Emitter has sent speculative juices to flow. Simple financiers, which nevertheless has some 46 billions of dollars in guard. Coreweave, the infrastructure of IA plays next to Nvidia, whose moonway from the public two months ago is very similar to the discovery of Supermicro as IA proxy at the end of 2023. Bull markets require a certain measure of thought “hey, you never know” to continue rolling beyond a certain point. The exhilarating audacity in the blink of an eye, as when the market close to 1998 on the designer explosions of funds was reversed to give way to the gourmet risk frenzy of 1999. This last phase was perhaps once due to the end of life. contemplate the next one.
