Is it Finally the Right Time to Dump Stocks and Buy Bonds?

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Market Overview Analysis by Michael Kramer covering: USD/CAD, S&P 500, Invesco QQQ Trust, Amazon.com Inc. Read Michael Kramer's latest article on Investing.com

Unfortunately, it doesn’t tell us how stocks underperform bonds; it just tells us, if this should follow through, that stock prices aren’t going to do as well as bond prices.The QQQ to TIP ratio pattern should look familiar because it resembles the Bloomberg Magifience 7 index. This may tell us a lot about how things unravel from here, primarily by stock prices falling faster than bonds.

Like Meta’s last results, the stock popped about 5% after hours and then gave all of the gains back shortly after. Like Meta , implied volatility for Amazon was too high and skewed to the calls, with a ton of call gamma up $125 and higher.Investors were net purchasers of fund assets for the first week in three, injecting a net $17.5 billion for the LSEG Lipper...

 

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Rates, Earnings Put Stocks on the Backfoot: What to Watch Out for NextStocks Analysis by Michael Kramer covering: S&P 500, United States 5-Year, United States 7-Year, Meta Platforms Inc. Read Michael Kramer's latest article on Investing.com
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