2018
The references to 2018 are mostly historical comparisons rather than a unified view of that year. Speakers use 2018 to illustrate unusual market behaviour, including semiconductor stocks rising despite earnings cuts, a possible repeat of the year-end market break, and the start of a longer global rate increase narrative 479. Other items mention 2018 as a benchmark for the Bank of Japan’s asset-to-GDP ratio 1, a corporate-management milestone 6, and a Brazilian ETF volume record associated with Bolsonaro’s election 8.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
11 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 2 mentions
- The Kobeissi Letter 2 mentions
- Trevor Hall 2 mentions
- Bruno Santos 1 mention
- Max Wiethe 1 mention
- Will Thompson 1 mention
- Arnaud Bertrand 1 mention
- Jack Farley 1 mention
See what your own voices say about 2018, every morning.
Start a desk