FNArena’s Weekly Insights – October 23 2023
In this week’s Weekly Insights:
-Bonds & Equities; Joined At The Hip
-Conviction Calls & Best Ideas
-In Search Of Yield
-FNArena Talks
By Rudi Filapek-Vandyck, Editor FNArena
Bonds & Equities; Joined At The Hip
The most important financial indicator right now may not be the level of government bond yields, or the implications from weak leading economic indicators, not even the fact that forecasts for US corporate earnings for the two calendar years ahead seem more like pie in the sky.
The most important indicator, possibly, is one the average investor is rarely confronted with; the equity risk premium, shortcut ERP.
