MM 3 November 2020
Quotes
Two dimensions of risk
Markets & Macro news
D-Day in Washington DC
ECB planning to launch digital euros
Equal-weight S&P500 at key technical juncture
Europe and Japan already in bear markets territory
Stifel's strategist sees bearish roll over in the S&P 500 internals, as big tech's PE falls
S&P500 relative to commodities...
...just as oil price acts as a drag on commodity currencies
Long bond yields are rising = pressure on long duration assets
October
Themes, Sectors & Corporate news
China continues to grow its share of the world's economy
Real estate sector
Comments
Post a Comment