MBCC TH 21st Mar'25 - "Recession or not, make or break levels, OPEX - what will it do to the S&P 500 today? Cross asset correlations show massive discrepancies across asset classes!"

We discuss US fundamentals + earnings + the economic data + look at all cross asset factors to see what assets are pricing what….and where the discrepancies are!

The market is too emotional on Trump tariff 2.0 to see the real trends…As we say, there is genius behind the madness….it is all adding up…where do we go?