Finanshus: Aktie eufori er blevet afløst af recessions frygt
10/3 14:19
By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley Credit’s Low-Beta Opportunity Market sentiment has shifted quickly from post-election euphoria and animal spirits to increasingly serious concern about downside risks, driven by ongoing policy uncertainty and a spate of uninspiring ‘soft’ data. The macro markets now expect the Fed to pivot from fretting about inflation to […]...