User: Tim Knight
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USA sovereign risk is screaming higher still - now at its hottest since December
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Chart shows SPX net non dealer positioning.
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USA sovereign risk spikes
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Corporate buybacks (WHICH SHOULD BE ILLEGAL) are doing their cyclic plunge. Good.
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Sovereign credit risk for US of A
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Inflation is going to go ape shit
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September's second half is a playground for bears - down a whopping 5.7% on average since 2020, without a single S...
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The second half of September is notoriously the worst 2-week period of the year, with stocks historically averagin...
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VIX has strong seasonality from here until early October.
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Friday 9/13 marked the first day of blackout window for corporates. GS estimates blackout will run through 10/25....
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fuck
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From almost 70 to 18 in six trading days
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