Risk assets like stocks have staged a run through the fall, driven by improving financial conditions and fading recession risks. Macro signals still remain mixed, though, as soft economic data, the lateness of the business cycle and high policy uncertainty continue to drag on economic growth. Our chief economist Eric Lascelles delves into the details in this month’s webcast.
The webcast includes an audio and slide presentation. Click here for the full presentation; Happy Markets / Mixed Macro Signals.