Manage episode 361775614 series 3363536
-Testing for aftershocks – watching credit and regional bank ripples.
-Quality Bet Amplified as Capital Markets “Join” in the Tightening Cycle.
- The Sell-side is behind the Curve; Earnings Expectations to Roll Lower before they Bottom.
- Fed Offset Limits Rate Risk for the Growth Investor; Growth Strategies Get a Short Reprieve.
- Liquidity Model Still Frames a Lower Returns Environment for Equities even though Banking Crisis Accelerates the Fed Trajectory.
Link to recent Dispatch for detailed discussion: https://bit.ly/3L7UJV4
Cirrus Dispatch: Quality Bet Amplifies as the Capital Markets Tighten.
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