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S&P 500 returns following Michael Burry’s stock
market warnings...
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00:01 - 02/09/25
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The gap between NASDAQ and Russell 2000 net longs is
enormous, per JP Morgan.
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Real yields could rise here as Bloomberg's 10-year
real yield leading indicator suggests we could see a push up
from here. That would tighten financial conditions to some
degree, as the real cost of capital would be on the rise for
many.
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Adding to this, TIPS appear
overbought, which also suggests that real yields could rise
from here
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The
Fed's preferred measure of inflation has moved up to 2.9%,
the highest since February
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