Morgan Stanley Matejka's 10 Reasons Why Stocks Are Up
I looked for the content. Not everything is correct,
Some of them seem to match or understand the current situation.
This is a brief briefing, so please take a quick look.
Valuations are attractive compared to earnings
Cash levels are rising among institutional investors
Investor sentiment is too weak
Fed's hawkishness likely to peak
The arrival of the peak of the US dollar
The seriousness of the recession does not show
High-income consumers maintain consumption resilience
Earnings estimates are unlikely to be aggressively cut
Excessive savings accumulated during the period of Pandemin
Possibility of simultaneous global economic downturn
