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Your equity market slightly negative on the s p 500 for the second or third time this week, waking up and looking at china. To the data and commentary around that economy right now. New loans extended on chinese banks ranging to the lowest since 2009, there are concerns about what is developing in the worlds secondlargest economy. Tom you look at the income statement dynamics and the Balance Sheet statement dynamics. I agree. I believe i mentioned this the day before. The flows on the Balance Sheet in and out are what matter. This is fbi from us to them off a cliff from them to us. Maybe not a cliff, but it is down. Jonathan the data dropped in the last hour. The response clear from many on the south side. Stop gin weighing in. We will see. We have not seen it. Lisa what kind of stimulus when they are concerned about debt load in local governments . If they want to move away fr ....
Live from new york city, good morning. What a week ahead. Nobody earnings two days away. Coming into monday nvidia earnings two days away. We are picking up on the sent of capitulation at Morgan Stanley. Mike wilson has a new year end price target, 5400. The old price target, 4500. A wider range of outcomes and opportunities. Lisa he talked about the fact it is getting harder and harder to have any broad assumption where the market is headed. A lot of analysts have been head fake by a lot of different cycles that are overlapping and prolonging this recovery. Annmarie Jonathan Mike wilson will catch up with us tomorrow morning. That follows Deutsche Bank lifting the 2024 forecast. Looking for 5500 year end. Annmarie i think the biggest data point we will get this week that will decide the direction in the short term is goin ....
After CPI report, UBS sees interest rate cut cycle starting only in September streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.
Still no clarity as the banking crisis adds to the difficulty of predicting an economy still feeling COVID impacts and uncertainty about the prospects for a recession. ....