Skip to Content

Archives: Actions

MM is looking for reflation through 2021 /22.

by James Gerrish

  • Posted in
  • Comments Off on MM is looking for reflation through 2021 /22.

MM remains bearish the $US medium-term.

by James Gerrish

  • Posted in
  • Comments Off on MM remains bearish the $US medium-term.

We expect further steepening of the yield curve but a rest looks due.

by James Gerrish

  • Posted in
  • Comments Off on We expect further steepening of the yield curve but a rest looks due.

MM is bullish global bond yields through 2021 but believe a “rest” is overdue.

by James Gerrish

  • Posted in
  • Comments Off on MM is bullish global bond yields through 2021 but believe a “rest” is overdue.

MM is bullish bond yields through 2021 but believe a “rest” is overdue.

by James Gerrish

  • Posted in
  • Comments Off on MM is bullish bond yields through 2021 but believe a “rest” is overdue.

MM believes the NASDAQ, and by definition equities, are “looking for” a short-term low.

by James Gerrish

  • Posted in
  • Comments Off on MM believes the NASDAQ, and by definition equities, are “looking for” a short-term low.

MM likes tech short-term but continues to believe it will underperform in 2021.

by James Gerrish

  • Posted in
  • Comments Off on MM likes tech short-term but continues to believe it will underperform in 2021.

MM believes the S&P 500 is close to a short term low

by James Gerrish

  • Posted in
  • Comments Off on MM believes the S&P 500 is close to a short term low

MM is neutral 3PL, and would become more positive $1.10.

by James Gerrish

  • Posted in
  • Comments Off on MM is neutral 3PL, and would become more positive $1.10.

MM is neutral IEL.

by James Gerrish

  • Posted in
  • Comments Off on MM is neutral IEL.
Back to top