Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
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The First Part of the Relic, Unexplained
The first part of the ranny was when real interest rates went up. That spurred relin valuations and invalutions, intesit ensive asets or a risk sentiment intensive osets. The equity rally continued, and it was led by syplicals. If you want to leave aside the bolth targeting funds, if you have real interestrates going up that generally means that economic growth is getting reprized higher than expectations.
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