2024’s Most Important Market Events By Month

Just two things matter for asset prices, BofA's Michael Hartnett reminded investors, in the first 2024 installment of his popular weekly "Flow Show" series. Those two things are positioning and new information or events with the potential to alter the trajectory of corporate profits and/or the price of money. Valuations matter a lot too (buying extremely overvalued assets or assets that've appreciated well beyond most generally accepted valuation metrics, and doing so habitually, is a recipe f

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One thought on “2024’s Most Important Market Events By Month”

Interesting with the October “…buy EM, sell US in ’24” seems at odds with your article on December 29 “ARE EMERGING MARKETS A LOST CAUSE?”. If Hartnett means EM sans China then I would find it more believable.