In today’s briefing:
- A closer look at stock bond correlation
A closer look at stock bond correlation
- For me, the most unexpected aspect of recent events has been that both bonds and stocks moved up together.
- My expectation for this year was that equities do well.
- But I thought they would eventually shake off bonds. Economic resilience (or in fact acceleration) would then force bond investors to chase equities.
💡 Before it’s here, it’s on Smartkarma
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