Optimistic Analysts vs Pessimistic Investors

(1) Is the party over? (2) Analysts are still in a party mood. (3) S&P 500 forward revenues at another record high. (4) Analysts may finally be starting to curb their enthusiasm for earnings and profit margins. (5) Investors aren’t in a party mood. (6) Is the most widely anticipated recession imminent? (7) Fed’s expected rate pause is flattening yield curve and raising recession anxiety. (8) Tenuous trade ceasefire with China is also flattening yield curve. (9) Trump is a loose cannon. (10) Trump is glued to the tape. (11) Record full-time jobs. (12) Beige Book: Take this job and shove it.