A lot now depends on whether the markets are right about nCoV or not. A meaningful deterioration of the situation could bring a VaR shock for stocks while a quick recovery could challenge the bond markets.
BY ERIC FILL
This week we look at global growth prospects and how meaningful the disconnect between the financial and real economy has become.
Buddhist teaching holds that all things are in a constant state of flux, implying that we should be prepared to let go of even our most cherished hopes. The John Burns affordability index seems to confirm this, suggesting that, at least for the time being, the American dream of home ownership is out of reach for new buyers. John Burns’ index includes the costs of a 30-year fixed-rate mortgage, amortization, insurance, and property taxes (naturally, it’s in the small print).
Read more →
NDR Dynamic Allocation Strategy April 2024 Update
BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update
Read more →
NDR Dynamic Allocation Strategy May 2023 Update
BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update
Read more →