“No impotence, big issuance, rising inflation means recent violent growth to value, defensives to cyclicals continues episodically in coming months,” Hartnett wrote. “We’re bearish risk assets in 2020 as bond bubble pop induces Big Top in credit & equities causing Wall St deleveraging & Main St recession.”
https://www.marketwatch.com/story/centra...yptr=yahoo
https://www.marketwatch.com/story/centra...yptr=yahoo