"Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental process. For us, margins/earnings are likely to significantly disappoint whether there is a recession, or not" Morgan Stanley's Mike Wilson
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Talk of de-globalization and re-shoring away from China has been grossly exaggerated. Trade between the US and China is on track to break records, and many European companies are still reliant on the Chinese market and expanding in the region. https://t.co/CFdIURlxHI
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Wells Fargo catches a downgrade today just when it is about to embark on a serious run (Club name) as i will talk about today at 10:20 a.m. on our Morning Meeting
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12:08am study check, who’s still up studying and has made your watchlist for tomorrow?! How bad do you want success?!?
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Markets are off to an exuberant start to 2023, but investors need to keep an eye on four critical issues, @elerianm says https://t.co/uo5xRCH8jF
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HSBC: China’s reopening is “unlikely to prevent global downturn in early 2023.” Inflation is likely to be too high to warrant US rate cuts. “We believe the USD's correction lower has room to run, core bond yields will fall, and credit markets and EM have value.”
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Many small business owners remain resilient and optimistic: Here’s what 2023 may hold for entrepreneurs https://t.co/9ctbem4c39
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China had 1.41 billion people at the end of last year, 850,000 fewer than the end of 2021: National Statistics Bureau data. That marks the first drop since 1961, and a much quicker start to the nation’s population decline than previously forecast. https://t.co/FoThvUBIJg
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Crunching #China GDP numbers.. - weakest since 1976 aside of COVID-hit 2020 - grossly below CPC target - Q4 a silver lining - #ChineseEconomy not out of woods yet as risks abound via @Benzinga https://t.co/0k7v4Ll6nZ #ChinaGDP #CPC
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