Cash flood, beta surge and the recession ghost

Still too much cash

Yes, we are down from October highs when it comes to cash levels, but there is still too much cash parked at around 5% yield...

Source: BofA

Imagine they start doing what they are saying...

Source: BofA

Must have beta

Source: GS

Didn't hurt

Source: Authers/Citi

Analysts lower the bar

Earnings if (IF) there would be a recession...

Source: Macro Strategy

Recession is not just imminent, but present

Source: Macro Strategy

Source: Macro Strategy

Forget the yield curve

Source: Goldman

What goes up must come down

Source: BofA