“Turn out the lights, the party’s over.”
“Turn Out The Lights, The Party’s Over”
April 21 (King World News) – Julien Bittel, Global Macro Hedge Fund Manager: Late cycle checklist:
Just Do It Already
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab: 9 Fed rate hikes this year now priced in by market.
There Are Now 9 Fed Rate Hikes Priced
In The Market This Year
Housing Should Be Interesting To Watch
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab: Despite homebuilder stocks severely underperforming S&P 500 over past year (white), housing starts (blue) have moved up and homebuilder confidence (orange) has mostly moved sideways.
Homebuilder Stocks Severely Underperformed
S&P 500 (WHITE) As Housing Starts (BLUE)
Trend Higher And Homebuilder
Confidence (ORANGE)
Trends Sideways
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