MM 4 December 2020

 Quotes

Markets & Macro news

There is no question that the market is overstretched

And that economic recovery is around the corner

And that low yields are forcing investors to go for real assets (housing, equities and commodities)

Liquidity and flows drive everything and the Fed is not alone

    Themes, Sectors & Corporate news

Dark kitchens, the future of restaurants?

Improving Ifo survey has triggered rally in materials (chemicals relative perf in Europe is impressive)