So we got 1) lower USD 2) lower oil, or at least less geopolitical premium then 3) a Fed that insist on signalling cuts.. so lower rates? Are the stars aligned? Although arguably could be like prior years when beginning of the year evolved very differently 6m later
So we got 1) lower USD 2) lower oil, or at least less geopolitical premium then 3) a Fed that insist on signalling cuts.. so lower rates? Are the stars aligned? Although arguably could be like prior years when beginning of the year evolved very differently 6m later
we didn't make up the word Greenspan Conundrum ... ok, thats 2 words, but you get the idea