while WE slept: bonds build on gains (UK gilts lead, CPI); HOPE springs eternal (BAML FMS on growth expectations); and a shop moves neutral small vs large caps
while WE slept: bonds build on gains (UK gilts lead, CPI); HOPE springs eternal (BAML FMS on growth expectations); and a shop moves neutral small vs large caps
Good morning … I’ll lead with a chart from BAMLs latest Global Fund Manager Survey (which I’ve yet to stumble on — and when I do, i’ll pass along) via the intertubes as it summarizes a view quite nicely …
If you don't already sub DC-Daily Chartbook Lite on the Stack he gives 5 freebies daily (you've got to pay for the Full Monte 30 daily charts). Do note he's going on hiatus for about a wk, in his words "a baby chartbook is scheduled for delivery Oct 23rd" :)
If you don't already sub DC-Daily Chartbook Lite on the Stack he gives 5 freebies daily (you've got to pay for the Full Monte 30 daily charts). Do note he's going on hiatus for about a wk, in his words "a baby chartbook is scheduled for delivery Oct 23rd" :)
pavchartbook+dc-lite@substack.com
Already ON great heads up and saw he had BAML survey visual !! Baby chart book loved it
Glad you like!