The "what if" bull

The "what if" bull

One could argue that the two most important events / developments for the markets over the past few months have been:

1. Musk reducing Twitter workforce by 70% with the product still working....

NASDAQ - the slo-mo break out?

Source: Refinitiv

It is narrow out there

Source: Refinitiv

Source: GS

The "decorrelation" chart

Source: Soc Gen

Equity volatility - thank you bank failures

Source: Refinitiv

You don't...

Source: Refinitiv

Not all recessions are equal

Source: TS Lombard