WEEKLY MARKET FLASH – 24.10.2021
Collapsing real rates support equities
Collapsing real rates support equities
Is inflation no longer temporary?
Is being long energy the best hedge?
An environment for cautious yet opportunistic positioning
Buy-the-dip lends support to stocks.
Will we see a summer correction?
Further volatility, and opportunity, incoming.
Does ChinaÕs equity recovery remain in doubt?
EMs, DMs, and Diverging Policies.