bullish
2022: False start for U.S. equities
SUMMARY
- The year is just started but 2022 has not been good so far for U.S. stocks. The S&P 500, and especially the Nasdaq, are negative YTD, and among the worst indices on a global basis
- Indeed the value rotation is still in place, and the performance gap between value and growth stocks is widening
- I think that the current interest rate increase could be close to the peak
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