Our proprietary measure of financial risk has been declining in the last few weeks. The Fed seems to have stabilized the markets, at least for the time being.
The decline in financial risk is very positive for the financial markets and bank stocks (among others).
Real interest rates, meanwhile, remain unusually low, favoring very specific sectors and asset classes.
More, much more on https://www.peterdag.com/.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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