Sunday, 30 July 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters:

I have said it before and I will say it again…it is amazing what you can get with cheap money and QE stimulus:

Global stock AND bond mkts hit fresh highs. Equities now worth $78.1tn, Bonds $48.6tn, highest in history.


As I keep on saying, the world is going to need structural reforms to counter the eventual taper of the latter though…rather than just believe in a ‘new valuation range’:


(h/t @callum_thomas)

Still – for at least this moment in time – volatility is low…

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