The big story in January was the dramatic resurgence of investors’ “animal spirits” following the Federal Reserve’s apparent policy pivot last month. This shift ushered in the fastest easing of financial conditions on record (from BofA Global Research/Barchart via X)… Posted onJanuary 28, 2024August 29, 2024AuthorPorter & Co.
Surveys show professional investors are once again extremely bullish, with sentiment surpassing even the peak of the previous bull market in 2021 (from Consensus/Jim Bianco via X)… Posted onJanuary 28, 2024August 29, 2024AuthorPorter & Co.
