The fate of the broader equity market lies in the hands of the bond market.
The rebellion against concept investing I think is not done but it will be if we get twice the GDP growth than we have had.
Should the Nasdaq create a new low for the week at any point from here... we will have to admit to being in correction.
How does this all end? I don't know that it does end.
The index of major Chinese technology companies listed in Hong Kong has given up 20.5% of its value in less than a month.
Inflationary concerns were boosted by more stimulus, but better individual stock-picking is developing again.
Cracking down on Hong Kong and outlining plans for future growth are two key items on the agenda in Beijing.
Should we care about Australia's central bank taking overtly aggressive action to reign in the long end of their yield curve? Yes, we should.
All eyes will be on the Fed during their March FOMC meeting. It remains to be seen what they do next.
With new liquidity about to pour in, it remains to be seen how will it affect equities, risk assets, and more importantly, money markets.