When investing against other portfolio managers in the market, the first step is gauging how they are positioned. On today’s FA Alpha, we will be talking about sentiment among investors.
As macroeconomic data came in last month, along with banks reporting earnings, the Fed and banks are reporting on an incredibly bullish signal.
The bullish signal? Loans are growing.
Fear isn't always rational. In general, the market tends to get spooked by rising interest rates since it dislikes rapid changes in the monetary landscape.
Going shopping has never been this expensive. You may have come across headlines in the past year highlighting how inflation has been a bigger concern than it has at any time in recent history.
The New York Times newsletter highlights the largest deal that fell through, a $30 billion acquisition of Willis Towers Watson by Aon, which went up in smoke after the U.S. Justice Department blocked the deal.
