James Stanley
James Stanley discussed the divergence between gloomy headlines and resilient equity price action, arguing that buyers have repeatedly absorbed pullbacks and pushed stocks to fresh highs 1. He also examined rising Treasury yields, heavy government borrowing, inflation and Federal Reserve policy, expecting the 10-year yield to test 5% and eventually reach 5.25%, though he anticipated an initial pullback in yields 2. Stanley linked equities, oil, the dollar, geopolitical developments and yields, identifying potential risks but remaining broadly constructive on stocks if buyers continue defending support 12.
From the window to Oct 7, 05:30 ET — this window's take is still to be written.
Their output
3 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.
See what your own voices say about James Stanley, every morning.
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