Now It's a Bubble

This week, Real Vision uses Refinitiv's best-in-class data to look at how the nature of the equity market has changed between the highs of February and the highs that are being made in the Nasdaq today. One of the key elements of a bubble that was missing earlier in the year is no longer missing today. In the Chatter we look at how a V-shaped recovery in the survey data is not the same as a V-shaped recovery in the real economy. In the Whisper we look at how trends in Refinitiv data can reveal shifts in investment trends.