Need to Know This Week:
News of a highly effective vaccine triggered an increase in investor risk appetite with both COVID related stocks and risk assets in general rallying
Ian Harnett & David Bowers discussed the ‘Vaccine White Swan’ in our weekly 30 minute webinar on Friday 13 November:
They consider how this catalyst can drive market volatility, the rotation out of US Tech towards Eurozone Value and why the recent moves fit our ‘regime change’ model.
The Feds response to the steepening curve is now key: will bonds remain anchored supporting a further rise in Equities?
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