Financial Advisor “If you can build the world you want, you can wake up in it every morning. As long as it's credible! "
When the stock/bond correlation changes sign, we are looking at tectonic macro shifts with huge implications for cross-asset portfolios. This is because ''bad news is good news'' doesn't work anymore. The market has switched into a regime in which: 👉🏼 Bad news is actually bad news Once bonds start acting as a diversifier for risky assets, it's likely we are on the verge of a massive regime change in macro and markets. Macro tectonic shifts are happening: Fed’s cuts will show the way according to the scenario ⤵️ #consulenzafinanziaria #educazionefinanziaria #economia #investimento #mercati #Assetmanagement #Markets #economy #china #investment #investors #finance #finanza #wealthmanagement #privatebanking #investing #investments #asia
