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More Growth, More Inflation, But Citadel Securities Sees Uneven Consequences

...markets now see BOTH more growth and more inflation than they did pre-conflict.

Raccontata dazerohedge.com

Timeline cronologica

  1. venerdì 15 maggio 2026·zerohedge.com

    The First Real Crack In The AI Melt-Up

    One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody suddenly realizes they are naked to the downside.

  2. venerdì 15 maggio 2026·zerohedge.com

    Futures Tumble As Reality Returns And Yields, Oil And Dollar Soar

    "With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a solution out of that Summit, I think there definitely…

  3. venerdì 15 maggio 2026·zerohedge.com

    A 'Toxic Mix' Is Brewing For UK Markets

    ...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal priorities, spending plans and taxation...

  4. venerdì 15 maggio 2026·zerohedge.com

    Markets Boil Down To One Core Battle; Goldman Partner Warns 'All Roads Lead Back To Rates'

    When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else equal you see risk off behavior...

  5. venerdì 15 maggio 2026·zerohedge.com

    The Stagflation Narrative: What Doomers Get Wrong

    The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous...

  6. venerdì 15 maggio 2026·zerohedge.com

    More Growth, More Inflation, But Citadel Securities Sees Uneven Consequences

    ...markets now see BOTH more growth and more inflation than they did pre-conflict.