C(onflict), R(ates), A(sia), S(peculation), H(ousing)

The “Great Rotation” consensus is now under pressure. A “buyers strike” is suddenly visible in late August as investors see the potential for event risk in coming weeks. September is seasonally the weakest month of the year for risk assets and the S&P500 has not recorded an official “10%” correction…

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C(onflict), R(ates), A(sia), S(peculation), H(ousing)

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