David Ricciardelli
It feels like the market is becoming more focused on fundamentals. While there are reasons to be constructive, some ‘monsters under the bed’ keep investors on edge.
We try to put the current market in context in response to investors asking if the market is overheating and the media leaning in to the word ‘froth’.
A collection of charts and thoughts aimed at adding context to markets as we turn the page from 2023 to 2024
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.
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.