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Michael Howell: Liquidity Is Back
Forward Guidance
Are You Forecasting a New Bull Market?
I think the fall in interest rate volatility that allows people to take on larger positions and then amplifies liquidity does have to do with the fact that the bond market is no longer pricing in implied volatility. The areas that look attractive within the equity markets are going to be things like emerging markets because China is easing for the first time in some years. So what you've got is a lot of opportunity there. I think you'll make money as well, you know, in things like commodity related and cyclicals. You could have lost money everywhere pretty much what you're going to see is some major outperformances this year.
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