2/ A lot of investors are anticipating a V-shaped recovery
But for that, we’d need a dramatic shift in the economic outlook
Basically, all the fears priced in earlier this year would need to vanish soon pic.twitter.com/e0olcH9a6J
— Bravos Research (@bravosresearch) May 19, 2025
4/ And we’ve seen V-shaped rebounds before
The most recent example was 2020
When stocks crashed 35% from COVID only to snap back to ATHs in almost a straight line pic.twitter.com/hwPztocnWI
— Bravos Research (@bravosresearch) May 19, 2025
6/ We can see this by looking at the Fed’s balance sheet
The biggest liquidity jumps in history came right before those V-shaped rallies
Today, we’re not seeing the same setup
Still, not everything is working against a V-shape recovery pic.twitter.com/OOWVAMi3H7
— Bravos Research (@bravosresearch) May 19, 2025
30 year mortage rates in the United States 🇺🇸 are now back over 7% – Mortgage News Daily pic.twitter.com/DFMe8yiuyz
— Evan (@StockMKTNewz) May 19, 2025
“The fintech, which offers interest-free consumer loans to allow customers to make retail purchases, on Monday reported a net loss of $99mn for the three months to March, up from $47mn a year earlier.” 👇🏼 pic.twitter.com/VPqk9MGWru
— Kalani o Māui (@MauiBoyMacro) May 19, 2025