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Defensive over offensive
Time to be fearful
The China stimulus mirage
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The “risk-on” narrative may have reached a tipping point
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Beware of the S&P 500 bullish trendline breakout & Powell may slap markets with a reality check
Janus-faced effect in the markets
“Risk-on fantasy” continues to persist but may be reaching a tipping point soon
The Fed against the market & China’s Big Tech outperformance
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The Lighthouse Chronicle

The beacon of light that demystifies the random noises in financial markets; uncovering key emerging macro themes & trends ahead of the crowd.
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