With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster and more than expected. Defensives have been leading since mid-November, and that’s likely to continue until PMIs and earnings revisions trough. Winter is here…Investor attention should now turn away from the Fed and to the Ice part of our narrative –…
Morgan Stanley: Weekly Warm-up: Winter Is Here, Keep Playing Defense
A financial market resource for the every-day investor and trader.
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Weekly State of the Market:
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Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
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