Weekly Investment Strategy -27-01-22
Business cycle perspectives
In this latest edition of our weekly investment strategy update:
- The parenthesis of Great Moderation seems over;
- Where could we actually be in the business cycle?;
- Fixed income. PBoC rushing into accommodation;
- Currencies. Norges Bank confirmed March rate hike; and
- Equities. Positioning for Metaverse.
Click here to read our weekly financial markets update report.
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