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Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell
Thoughtful Money with Adam Taggart
Investment Cycle Rebound Phase Expectations
During the rebound phase of the investment cycle, historically equities and credits tend to outperform, while commodities may struggle. Bond duration is viewed as unfavorable due to market distortions. This phase serves as a cross check to determine if the market is following a normal cycle. Despite initial skepticism, equities and credits have emerged as strong performers, while commodities are primed for improvement. Moving forward, equities are expected to continue performing well during the calm phase.
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