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Lisa Abramowicz

New York

Co-host of @bsurveillance

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Lisa Abramowicz
Lisa Abramowicz @lisaabramowicz1
11 May 25

Apollo’s Slok: “The inventory-to-sales ratio for retailers was 1.5 before the pandemic, and now it is 1.3. In other words, retailers will more quickly have empty shelves when goods no longer come in from China.” https://t.co/9wxK0l4dVs

Lisa Abramowicz
Lisa Abramowicz @lisaabramowicz1
9 May 25

"The remarkable rise in negative yielding Swiss government debt lately is the clearest sign that markets anticipate another slug of monetary easing come:" BofA credit strategists. Negative yielding Swiss government debt has already risen to more than 20 billion CHF. https://t.co/VI4CwEIC30

Lisa Abramowicz
Lisa Abramowicz @lisaabramowicz1
8 May 25

"We prefer taking duration exposure in Europe & stay neutral on US Treasuries for a third consecutive month:" HSBC's Steven Major. "While concerns about Fed independence prevail, along with the likely non-linear impact on the economy from tariffs, we can understand why investors