MacroStrats (@macrostrats) 's Twitter Profile
MacroStrats

@macrostrats

#MacroStrategy | Markets research | Data-driven investing and trading.
Ex-central banker | Ex-multilateral banker | Fund analyst.
No Financial Advice.

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calendar_today20-02-2025 22:10:10

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MacroStrats
@macrostrats

7 months ago

Even if stock markets react negatively to negative sentiment: ▪️The declines are steep (~15%) but short-lived (~100 days). ▪️The recovery is rapid in the next few quarters. This is the case if there is not a recession and my team, and I do not forecast a recession at the moment.

Even if stock markets react negatively to negative sentiment: ▪️The declines are steep (~15%) but short-lived (~100 days). ▪️The recovery is rapid in the next few quarters. This is the case if there is not a recession and my team, and I do not forecast a recession at the moment.