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Market Watch Weekly | January 21 | "Natural, Normal, and Healthy... Until You're Actually In One".

Erik Dekker - Jan 22, 2022
Equity markets are going through a burst of extreme rotation in part thanks to the US Federal Reserves ‘pivot’ away from easy monetary conditions. Globally,the equity markets have reacted to this by selling high quality, reliable...

Equity markets are going through a burst of extreme rotation in part thanks to the US Federal Reserves ‘pivot’ away from easy monetary conditions. Globally,the equity markets have reacted to this by selling high quality, reliable, cash generative equities and have been buying economically sensitive companies that could benefit from the stronger demand we are seeing in the global economy. That point is important, so it warrants clarification. Rates are likely to rise but so too are corporate cash flow returns.

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