Though there have been hints that the worst of the promoting has handed, there’s nonetheless loads of room for skepticism, based mostly on tendencies for key markets through a set of ETF pairs...
The latest rally in world markets thinned out final week as commodities and international shares rose whereas U.S. belongings retreated, primarily based on a set of ETF proxies.
Shares in rising markets posted the...
There are no shortage of risks weighing on markets and economies these days, but perhaps the first question that’s on every investor’s mind: When will the Fed pivot? Everyone has a view, but...
If we’re generous, the case for arguing that inflation has peaked is mixed. Depending on the indicator of choice, there’s supporting evidence for deciding that worst of the inflation surge is behind us....
For those interested in more in-depth reading, here's a list of the best academic article I've read on the topic of risk premia, published between the months of April and May:
Martin Tarlie (GMO)
May...
How quickly and deeply will economic growth slow? That’s the critical question, but the future being the future the answer is unclear. What we do know is that headwinds are building. We also...
