Inflection point for value vs. growth?
Today's slide deck: https://bit.ly/3hPxIFm -
Today we look at the implications for value versus growth stocks, particularly if the Fed has so far failed to more forcefully signal its interest in yield curve control after the major Powell speech last week. We also look at the US dollar, individual stock and commodity stories and a busy macro calendar for the week ahead. Today with Ole Hansen on commodities, Peter Garnry on equities and hosting and on FX, John J. Hardy.
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