In today’s briefing:
- The Weekly Market Monitor – Real Rates = Growth Scare?
The Weekly Market Monitor – Real Rates = Growth Scare?
- This week, we show why the economy is in the final innings of this economic cycle. The only macro-indicator that stubbornly refuses to acknowledge this is the US labor market.
- Real yields are bad for Equities and good for Bonds, but gold is the unlikely asset class that really thrives when real rates spike above 2%.
- We update our scary valuation chart, revealing a monstrous gap between yields and stock market valuation, and look at Bitcoin positioning, our Fear & Frenzy Sentiment Index, and much more.
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