Brave New World: Corporate bond spreads continue to support higher equity markets
Ritesh Jain
Global Macro Investor & One of Top 3 Global LinkedIn Influencers on Economy and Finance, Mumbai
He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
Most interesting chart on the planet from Goldman Sachs
This is a 31-year channel line. If this line breaks to the upside, then we are headed to higher US interest rates for next decade
ET CONTRIBUTORSCorporate bond spreads continue to support higher equity markets
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The only question is how low is the “low”
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ET CONTRIBUTORSSo much money has been pumped into the economy that we are close to overheating
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ET CONTRIBUTORSWage inflation is just round the corner.
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ET CONTRIBUTORSI believe the US companies will invest massively outside of China to secure supply chains for electric vehicles.
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