From slowing growth to expensive equities and fading liquidity, ten indicators that challenge the current market narrative.
Definitely maybeMaybe it was the 4 a.m. tequila. Maybe we're simply conditioned to look for cracks. Or maybe the market is becoming just a little too comfortable. Either way, these were the ten most bearish charts we came across over the weekend.Mid-terms volatility
11 indicators that are surprisingly muted.
Just as everyone prepared for the great positioning unwind, Goldman, Deutsche and Morgan Stanley data dropped six charts that…
The latest positioning dashboard: The charts that could matter the most next week.
The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2025.
Retail is euphoric. Wall Street is fully loaded. Cash is gone. Valuations are absurd. What could possibly go wrong?
Five increasingly absurd charts suggest markets may have fully detached from rates, history and basic valuation math.
