David Ricciardelli
As the leaves change we try to put investor sentiment, seasonality, equity and fixed income markets, and soft landings into context.
Thought provoking charts that examine markets, real returns, inflation, real estate, and investor sentiment.
Some observations from my latest family vacation in Italy.
Are narrow markets bad, is investor sentiment improving, and what about everything I’m hearing about commercial real estate.
A reflection on a range bound market, one consensus and one less consensus take on the debt ceiling debate, and what a recession may mean for markets.
Rate hikes often break something. This time it was confidence in the banking system. Thankfully this a problem central bankers and regulators have experience fixing.
