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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

Why Did the Stock Market Sell Off Last Year?

The shift in positioning of the Fed from ultra easy policy to tight and then meaningfully tight policy was the catalyst for the market to sell off. If you were an online retailer, when we're staying at home, we're buying all of our goods online and sales surge. But when things open up, we're not buying physical goods, whether it's in a store or online, and we're moving towards services.

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