The 2022 Crash?
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Icarus Is Falling! A 2022 Market Crash? Evidencing The Rush To Safety
Higher forex volatility and higher bond volatility eventually pass through into higher equity volatility. The second leg-down in this bear market is upon us, characterised by collapsing corporate earnings. Treasury term premia stand at all-time lows: they are consistent with a 20% plus fall in US S&P500 earnings in 2023.
See our latest published research, Global View: Icarus Is Falling! A 2022 Market Crash? Evidencing The Rush To Safety - September 2022
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