Trevor Greetham on Spike-Flation, Equities and Removing Biases
Macro Hive Conversations With Bilal Hafeez
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The Cycle of Negativity
If we'd had this conversation six months ago, I would say by now we'd be in quite a bad recession. And of course we're not. It may yet be happening or maybe it's waiting for God over and it never happens. But even though I've remained worried about the macro outlook because of central bank tightening and the inflation shock we've had, we've been long equity since September last year. You might get another opportunity, another bounce to move underweight if what you're heading into is a long bear market which it could be.
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