In today’s briefing:
- Bullish Omens From The Factor Gods
Bullish Omens From The Factor Gods
- A U.S. recession has become the consensus view among strategists, but the market is not reacting to the negative news.
- A review of sector and factor returns shows a constructive return of risk appetite.
- While it’s impossible to know if another shock could spark another risk-off episode, the long-term risk/return outlook for equities is becoming more attractive at these levels.
Before it’s here, it’s on Smartkarma
