Capital Flows and Asset Markets
Capital Flows and Asset Markets
JANUARY NEWSLETTER AND REVIEW
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JANUARY NEWSLETTER AND REVIEW

Long book is proving tricky

GENERAL THOUGHTS

When I started thinking about a pro-labour shift in politics, I tried to focus on areas where markets would be surprised. There are many, but in essence growth tends to surprise to the upside, demand is good, but financial assets are weaker than expected. I expected cash and commodities to perform well, long bonds poorly, and equities to be flat to weak.

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Capital Flows and Asset Markets
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work