RF's Financial News

RF's Financial News

Sunday, March 2, 2025

This Week in Barrons: 3.2.2025

 


Please feel free to read the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barons-232025-r-f-culbertson-7fbbc 


There are many short-term indicators that will make it easy for the market to bounce, but an ever-increasing body of more longer-term/cyclical bearish evidence is sitting on the horizon.  We’re at a dangerous point in the cycle – especially with an uncharted policy backdrop.  Per Callum Thomas: (a) The S&P declined -1.4% in Feb., but is still up 1.2% YTD.  (b) Consumer + Wall Street expectations are coming off their highs, and this spike in bearishness may help the market bounce.  And (c) foreign money-flows have helped maintain the “U.S. Exceptionalism Bubble”.  


Please feel free to read the blog post: #investing #stocks #bonds #options


https://www.linkedin.com/pulse/week-barons-232025-r-f-culbertson-7fbbc