In January, most sell side notes called for a 10% correction to get back in. Now that we had it, no one wants to touch it.
Lets break down what is driving this and what is key here into April…Is this the big recession? Has something snapped?
MBCC TH 13th Mar'25 - "Is this just a 10% Q1 sell off, or something worse like 2008 to come? Why is March OPEX so important and what does it mean for April?"
