Sunday, 23 July 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters:

No volatility out there at the moment…just look at all these low vol observations this year:



And fading equity risk premium.  Well interest rates are ultra-low and have been for many years





And despite all of this it is not as if the world economy has been rampant. And with central bank stimulus fading away…

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