INSUBCONTINENT EXCLUSIVE:
recession is imminent in the coming quarters.
The consensus is pointing to a recession in 2020 or 2021, Tavi Costa, a global macro analyst
at Crescat, said on telephone
While the firm uses the MSCI World Index in models to visualise the trade, it goes a bit deeper with its short position, selecting
individual stocks and exchange-traded funds to bet against.
Among the warning signs, Crescat cites corporate insiders who are currently
In early 2017, those investors heavily sold shares while the SP 500 continued climbing
That happened again in 2018
data is deteriorating and inversions remain across the Treasury yield curve, the hedge fund pointed out
Measuring multiple yield spreads across the curve from Fed Funds to 30-year Treasury bonds, Crescat found that almost 45% of the curve is
Selling will beget more selling
