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retail sentiment

September 21, 2022 By Asi de Silva

US Recession and Earnings Outlook

This Dispatch updates our US recession and earnings outlook. Forward-looking macro indicators like the LEI point to further slowing. June Quarter ex-energy earnings declined YoY, and Wall Street is finally starting to cut estimates. Yet, the dominant narrative we hear is that that earnings are growing, and valuations are now attractive. As we’ve previously written […]

Filed Under: News, The Dispatch Tagged With: bear market, container volumes, earnings estimates, equity positioning, Estimate revisions, Leading Indicators, Recession, retail sentiment, S&P earnings, Tornado Cash

March 5, 2022 By Asi de Silva

Weaponizing Financial Assets

Weaponizing financial assets by sanctioning the Central Bank is an extraordinarily powerful tool against Russian aggression. However, we should be mindful of potential longer-term second-order effects. Nation states are likely to rethink their reserve strategies so that they have control of reserve assets. Digital assets provide direct ownership (your asset is no one else’s liability) […]

Filed Under: The Dispatch Tagged With: bitcoin adoption, bitcoin donations, central bank asset freeze, credit card balances, crypto adoption, crypto donations, crypto payments, gas fee, household cash, Metamask, NFTs, real incomes, retail sentiment, Russia sanctions, russian reserves, Ukraine, wealth effect

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