Market View from Realm Investment Management. Week ending 12th August 2022.
Stocks and risk-assets rallied last week reinforcing the view of some economists that inflation has peaked. US CPI data came in lower than expected and (along with recent US jobs data) is encouraging bulls that a so-called “soft landing” can be achieved, i.e. bringing inflation under control without causing a damaging recession.
Full report:
Bear market rally or the birth of a new Bull?