I’ve made the case in recent articles that the current rally in US equities is not so much a domestic response, but rather a case of global reflation. If that thesis holds water, then weak economic data here in the US is unlikely to derail this…
I’ve made the case in recent articles that the current rally in US equities is not so much a domestic response, but rather a case of global reflation. If that thesis holds water, then weak economic data here in the US is unlikely to derail this…