Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities versus bonds was in favor of the latter. Since then, US equities are up 8%. US long-end government bonds are down 8%. There used to be a word for that. Ah yes. Wrong! ‘The horse is dead, man’, I hear you…
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
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