Posts tagged with: Peter Garnry

Equities are getting frothy with short squeeze and momentum accelerating technology stocks higher. This has led to the highest top five concentration in the S&P 500 eclipsing the dot-com bubble in a sign of destabilisation and increased fragility....
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Summary: Our main view remains to underweight equities vs bonds as leading indicators on the global economy continues to weaken. The drivers of the next recession will centre on the US-China trade war which inherently cannot be modeled and thus Fed’s...
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