These are topics (growth and inflation outlook, stocks vs bonds) I have been talking about to clients for some time now, but as noted on Twitter I wanted to share some of these charts given some of the confusion out there.
This is a unique period in history in many respects, and a lot of the forces set in motion during 2020 are now coming to their logical conclusion…
Watch the video here:
Enjoy! and let me know what you think in the comments.
p.s. check out our NEW Substack! https://topdowncharts.substack.com/
Head of Research and Founder of Topdown Charts
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