“What happened to sentiment? Everywhere you look, fear has set into the collective mood,”

 


But what’s remarkable about the current bout of worry is that as of Wednesday’s close the S&P 500 was down by merely 3.1% from its record finish, set just a week earlier on Feb. 19.

“It takes a lot less to strike fear into investors than it has in the past,” the analysts wrote. 

“If there is one word to describe the state of investor sentiment right now, complacent it is not.”

MarketWatch 27 February 2025

https://www.marketwatch.com/story/extremely-fearful-stock-market-sentiment-shows-investors-scare-easily-right-now-75d2edc2


Rolfs länktips 19 Februari 2025

Time Machine

https://englundmacro.blogspot.com/2025/02/rolfs-lanktips-19-februari-2025.html


For two years, Wall Street traders have minted profits simply by chasing the hottest stocks in the market regardless of price, fundamentals or the economic backdrop. 

Those days appear to be over.

Killing the so-called momentum trade that’s been driving the latest stock market rally.

“The S&P 500 has welcomed lower yields, but when the drop is this fast and furious, investors’ first reaction is to ask what’s wrong,”

Bloomberg 27 February 2025

https://www.bloomberg.com/news/articles/2025-02-27/traders-flee-risk-seek-havens-to-hedge-uncertain-stock-market


Tillbaka till Rolfs länktips 28 Februari 2025

https://englundmacro.blogspot.com/2025/02/rolfs-lanktips-28-februari-2025.html






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