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Markets Are Quiet. Too Quiet.
Many Happy Returns
The Importance of Macro Uncertainty
A AQR Capital Management report says macroeconomic uncertainty is currently highly elevated relative to history. When you look back through the data, typically volatility tends to pick up a lot and stock returns are negative. And this is kind of consistent with what Stanley Druckenmill has been saying, which is that it's really hard to forecast at the moment.
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