WEEKLY MARKET FLASH – 05.12.2021
Time to withdraw the “”””transitory”””” term
Time to withdraw the “”””transitory”””” term
Will history repeat itself linearly?
Growth outpaces value as Covid fears return
The great inflation shock
Central banks, once again, adapt to markets
Collapsing real rates support equities
Is inflation no longer temporary?
Is being long energy the best hedge?
An environment for cautious yet opportunistic positioning
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