explicit
explicit
RUT
Oil
Metals
USD
Allianz
8.5
Investment Bank $2243.00B
Mohamed El-Erian 9.0
Investment Bank $2243.00B
Mohamed El-Erian 9.0
2/17/2026 6:05:53 PM
ndx
This is a market... defined by three words: volatility, dispersion... you can see lot more dispersion and fragmentation
Transition from AI hype to reality, market for lemons theory causing overshoots, need for bottom-up stock picking rather than sector-wide buying
yields
Yeah, I think we'll see it going back towards four, four and a half... So I think we are in a range for 4 to 450, with the average being closer to 450 than it is to four
Administration worried about mortgage affordability may lead to yield curve control
| 11/14/2025 7:13:48 PM | medium term cautious down | 21 days later | +0.94% | -0.47% |
| 11/3/2025 4:27:04 PM | medium term cautious down | 20 days later | -1.25% | +0.62% |
| 10/16/2025 11:26:51 PM | short term cautious down | 5 days later | -1.35% | +0.67% |
| 9/18/2025 11:53:33 PM | short term sharp up | 5 days later | +0.19% | +0.29% |
| 9/5/2025 10:33:43 PM | short term cautious down | 7 days later | -0.30% | +0.15% |
| 9/2/2025 1:47:03 PM | short term sharp up | 5 days later | -3.92% | -5.88% |
| 8/25/2025 4:11:50 PM | medium term cautious down | 20 days later | -5.26% | +2.63% |
| 8/19/2025 11:37:24 PM | short term cautious down | 5 days later | -0.49% | +0.24% |
