
Weekly Note 2022.07.25
Sidewinder markets
Sidewinder markets
Going full bear on Recession and Earnings risks
Cautiously bullish…
Recession fears overblown
Bullish sentiment towards EOQ flows and July seasonals
Risk is very very oversold…
Let’s get Tactical, Let me hear your Trades talk…
Recession still likely to be a 2023 story
Inflation and volatility easing…
Shortest bear-market ever?
Have we seen peak fear for now?
So no reprieve then?