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After October Selloff, One Bank’s Clients Are The Most Underweight U.S. Stocks Since January
The market narrative in and around the October bond rout (first) and equity selloff (the following w
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They will chase any performance as many face an existential threat. I am guessing we will see the usual suspects reassert themselves in a performance grab into y/e. the battle between slowing growth, tougher compares, higher rates but we see lower, and more reasonable valuations combined with the end of the momo quant issues and settled elections and some hope on China trade will make for an interesting few months……….