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.
The Tematica Select Model Suite is now available. Get access to everything from Core holdings to the favorite companies of Cash Strapped Consumers to Nuclear Energy & Uranium, not to mention a Market Hedge and even some high yielding income models.
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C8 Hedge on The Full FX
BY JON WEBB
Mattias Eriksson and Jon Webb join host Colin Lambert to discuss the launch of C8 Hedge
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NDR Dynamic Allocation Strategy April 2023 Update
BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update
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