https://finance.yahoo.com/news/yield-curve-inverts-for-first…
Morgan Stanley wrote August 12 that unless economic data or U.S. equity earnings turn around, “the bear is alive and kicking.” Their note adds that investors should be careful about equity markets, recommending staples and utilities stocks amid recession risks.
“Growth stocks look more vulnerable than defensives,” Morgan Stanley wrote.
In an August 13 note, Bank of America Merrill Lynch warned that equity investors should not expect the stock market to turn sour immediately, as the S&P 500 has a tendency to experience a “last gasp rally” to a new peak after dipping.
ich schätze die Rallye ist bereits gelaufen.
