One of the fundamental questions for markets and investors in the second half of 2019, believes Anthony Rayner, is whether the US economy experiences a reflationary period or moves towards a recession
The first half of 2019 was, on an initial reading, unusual in that it was characterised by a strong rally that encompassed both risk-on and risk-off assets. This is very reminiscent of QE at its height,...
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The Value Perspective