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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
US
- In the past few months, investors have been questioning if the momentum in US equities will continue in the medium term as liquidity starts to decrease in 2022 and Fed slowly prepares for rate hikes.
- Interestingly, while equities have been constantly reaching new all-time highs in the past year, the dispersion between stocks' performance has been rising.
- The chart below shows that 40% of the Nasdaq companies are now down over 50% in the past twelve months.
- Hence, the deceleration in liquidity could eventually start to impact some 'highly liquidity-sensitive' stocks in the coming months, pressuring the whole index to the downside.
- How much premium is there left in the equity market?
Source: SentimentTrader / Sundial Capital Research
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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