Bull Or Bears Have The Upper Hand?

So let me write just before the Rates decision once again some bearish data i am watching this days.

No more investments

Meltdown in US commercial and industrial (C&I) loan growth is staggering. Cumulative C&I lending is -1.0% since the start of 2023 (red). Median growth by this point in the year is +4.5% (black), while 2022 was up +9.3% by this point (blue). Big US investment slump is underway...

By Robin Brooks

Liquidity has been drained

Total assets on Fed's balance sheet now decisively through low prior to banking stress in March; lowest since fall of 2021

By Liz Ann Sonders

China WIll be in a recession next year?

If PBOC now willing to step in for CNY, so the thinking goes, it must be just the first step before Beijing gets serious about the situation. That plus Saudi Arabia's supply threats/cuts has got crude oil back up toward $80 - which is going to make the recession worse. For China.

By Jeffrey P. Snider

VIX

I’m just going to leave this here.

More evidence that conditions favor an accident for the stock market.

No one is prepared.

By
Michael A. Gayed, CFA

So we are in place right now that nothing is clear . There are some things that are telling us that the retail is again buying stocks crypto is in somewhat consolidation phase trying to go higher but the strength to send it is not there at the time maybe everyone are waiting for the Fed and Jerome Powell to clear their position about the rates everyone are expecting the rates to go higher by 0.25% and it seems like that is priced in or not. At the same time The world economy and especially china looks weak and with a weak world economy no bull run can really happen !

I hope those data and explanation of them by the once wrote the tweets can also help you are make things more complicate?

So between the fight Bulls Vs Bears i cannot decide who has the upper hand right now. How about you ??

Posted Using LeoFinance Alpha