The Transmission of Inflation, Growth, and Rates Into Equities
This one mustt have read every single substack post form capitalflow
Good work
Very well put Alf!
Thank you Marlon!
very well written
Thanks a tonne man!
Really strong framing of the current market outlook. Even though we have cuts being pulled forward, the credit vs equities divergence explains why ES hasn't continued to rip. We are definitely seeing a mixed-signal regime as of right now.
That’s it! Thank you
This one mustt have read every single substack post form capitalflow
Good work
Very well put Alf!
Thank you Marlon!
very well written
Thanks a tonne man!
Really strong framing of the current market outlook. Even though we have cuts being pulled forward, the credit vs equities divergence explains why ES hasn't continued to rip. We are definitely seeing a mixed-signal regime as of right now.
That’s it! Thank you