The US economy and its financial assets have benefited from so-called ‘exceptionalism’ for a number of years – up to this year when growth and stock performance started...
We’ve had the everything bubble in financial assets and now it seems that we’re in the everything bust with supposedly ‘safe’ treasuries the next shoe to drop.
It seems fair to say that forecasts for the US next year are pretty good. If correct, this implies a pretty positive backdrop for the global economy and global financial...
Now clearly many financial assets are priced to anticipate a more volatile time ahead.
Financial assets put in a good performance last year, much of it seemingly due to hopes that G10 economies will experience a soft landing. But while the odds do seem to...
Barring any positive shocks, it seems unlikely to us that the second half of the year will be much better.
It’s fair to say that financial assets have performed well over the past couple of decades. How will they move in the coming months?
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