David Jane: Is this another 'Goldilocks' period for markets?

Value areas may catch up on market pivot

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David Jane: "If the narrative now is that central banks have got the economies’ backs, then they will not let markets fully correct to clear up the excesses."
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David Jane: "If the narrative now is that central banks have got the economies’ backs, then they will not let markets fully correct to clear up the excesses."

Despite a huge debt mountain and fanciful private equity valuations, David Jane argues economic indicators do not imply an immediate recession

We have seen a big rally in risk assets, in a period where bond yields have continued to fall - in effect, another ‘Goldilocks' period of low rates, low inflation and low growth. Economic data, however,...

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