CPI slips to +0.11 σ, VIX curve kinks, and equity flows stay negative; why upbeat Q2 guides can still hurt stocks.
Share this post
Earnings Mirage: Good Guidance, Flat Mood…
Share this post
CPI slips to +0.11 σ, VIX curve kinks, and equity flows stay negative; why upbeat Q2 guides can still hurt stocks.