These look like good bullish setups: India and Peru. Maybe a pullback in both though, certainly SCIF looks a bit overbought here, but then again the November drop might be the handle on this cup.
Jeffrey Snider argues the reflation trade is going to have a "show me" moment soon.
Alhambra: The First Real Reality Check?
"The Lock-In Effect of Rising Mortgage Rates"
-
Today, in the Calculated Risk Real Estate Newsletter: "The Lock-In Effect
of Rising Mortgage Rates"
A brief excerpt:
Here is new working paper from Feder...
No comments:
Post a Comment