This week’s post touches on renewed equity market volatility, sky-high valuations, the retail trading frenzy, record-low mortgage rates, the coming wave of US Treasury supply, disruptions in the gold market, and more. Click here to read the entire post on LinkedIn.
(LinkedIn) Macro Musings: Global Markets Defy Gravity
If you had a crystal ball at the start of the year, it might not have helped in investment decisions. If you received advanced notice that the first half of 2020 would include a global pandemic, 40 million unemployed Americans, a drop in corporate earnings of more than 30%, a wave of corporate bankruptcies and …
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