The bond market is talking, and the Fed should listen.
Bond markets have staged quite an impressive sell-off over the last two weeks.
By: Alfonso Peccatiello
2024 has been the year of the magnificent 7. 55% of the MSCI World gains on market cap is due to those 7 stocks. The question is, of course, if this is this sustainable going into 2025 and what would be the price in terms of volatility or drawdown that investors will pay when this phenomenon is unwound.
By: Gustavo A. Cano
I want to talk to a CMC Wealth Management Consultant.