HomeMarketsU.S. Economy & JobsIs Cem Karsan's Bear Thesis Still On?

Is Cem Karsan's Bear Thesis Still On?

Here comes another big rotation, notes Cem Karsan. He discusses why are bulls defying expectations. He talks about how stagflation is a worse case scenario than a recession, and we should expect longer yields breaking higher. He mentions that investors should watch oil and food, as higher prices could filter to a higher CPI. He mentions that it's not a surprise that oil's bottoming that the bank stocks are doing better. He highlights that liquidity reflexively is inverse to its positioning, so there's still the potential for that kind of blow off top. He goes over how it's very important for investors to understand the flows of windows of opportunity in the markets. Tune in to find out more about the stock market today.

Market On Close

27 Jul 2023

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