Why haven’t stocks crashed yet? cover art

Why haven’t stocks crashed yet?

Why haven’t stocks crashed yet?

Listen for free

View show details

About this listen

 Stocks haven’t crashed yet because investors are still anchored to positive macro expectations, but that foundation is beginning to crack. As the Iran conflict persists and tightens global energy supply, negative revisions to growth and earnings are likely to accelerate—raising the risk of a downside unwind from historically crowded bullish positioning.
No reviews yet