Institutional Investors Positioned for Recession. Where Is the Fed Put?

Institutional equity investors have positioned for a recession…which means?
It is an understatement to say equities have been treacherous so far in 2022. It has been a cascade of scary developments from:

  • runaway inflation fears
  • Fed becoming hawkish
  • WWIII risks
  • “market top” calls
  • “yield curve about to invert” calls

Perhaps the “darkest” report is the following headline, shared by @DougKass on twitter from another sellside firm.

on March 4, 2022this firm placed 10% odds of a “...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Sign in to read the report!

We’ve detected that you have an active subscription!

Ray: 762896-8f6187-eb4926-f506a5-43e21b

Events

Trending tickers in our research

// // // //