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Month: April 2019

Is Discretion The Better Part of Valour?

Posted on April 10, 2019January 1, 2021 Perspectives

Is discretion the better part of valour? Often. But not always when it comes to the financial markets. Let’s take a quick tour of the development of the US interest rate markets. It sheds light on the stock market outlook. The chart above is surprisingly insightful. It shows interest rate expectations at three points of […]

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