Good morning. And here is the impact of the retail sales number!
US household net worth at a new high
So much for the guidance we can get from the Shiller PE…
The last tightening cycle the Fed managed to surprise the market most of the time (although I am suspicious on the choice of the dotted lines)
Credit Suisse plays the Bubble card…
Interesting: cash holdings at asset allocation funds at a high level. Liquidity buffer?
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