Macro Monthly – Something familiar

Macro Monthly – Something familiar

While the sharp drawdown in global risk assets in the fourth quarter of 2018 stands in stark contrast to their placid uptrends in 2017, there is still something familiar in recent price action. In several ways, market behavior late in 2018 and to start 2019 resembles that of late 2015/early 2016.

This month’s Macro Monthly looks at these two periods and finds plenty of reason to expect that equities are likely to quickly recover this time as well, although at a slower pace and with more volatility.

Macro Monthly
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