Equity markets are threatened by rising interest rates following the historic rebound in inflation. Trend change in the "Growth" vs "Value" match. Complicated outlook for US equities. European equities are already approaching their 2021 targets.
- Rising US inflation and long rates threaten equity markets
- Trend change in the “Growth” vs “Value” match
- Complicated outlook for US equities
- European equities are already approaching their 2021 targets