Tag Archives: Markets

March 18, 2021
March 17, 2021
March 16, 2021
March 15, 2021
March 12, 2021
March 11, 2021
Markets

What Is the Growth vs. Value Rotation About?
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If growth versus value is really about interest rates, then the market might not be thinking that reopening stocks are going to soar, as the reopening-to-disruptive ratio is not definitive in its reversal.  If, however, the growth-to-value rotation is about interest rates, it is on the assumption that rising rates are being driven by "R" or relation/real growth and not I" or inflation.... Read More

March 10, 2021
March 9, 2021
March 8, 2021
March 5, 2021
March 3, 2021
March 2, 2021
March 1, 2021
Markets

The Post is Holding … For Now
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The reflation (real growth)/inflation debate will continue. We still believe this will be resolved with the market pricing in higher levels of inflation later this year. The base effect rise in inflation will begin in coming months, which may offer a ready-made excuse to dismiss concerns over higher prices. The risk is not higher yields, but higher yields in a chaotic fashion, much like we saw last week.... Read More