bear market

Show Me the Data: Equity Outlook Through Growth and Liquidity Lenses

Sentiment and technical analysts are bullish. Fundamental and macro analysts are bearish. This captured the tone among the sell-side research I read in the past three weeks. The equity market 15%+ bounce from mid-June low has made several strategists turned bullish on risk assets, believing that we have seen the low of the cycle. TheContinue reading “Show Me the Data: Equity Outlook Through Growth and Liquidity Lenses“