Here is a fresh look on the topic from the excellent sober look blog. It also refers to a post on this blog back from September last year.
The sober look piece presents some insightful charts and raises questions that needs further re-look. One thing to add here on the top of my head - it has been alleged that petro-dollar sovereign wealth funds have been selling more of equities, sparking a flight to safety move towards the US Treasuries.
Quite the opposite what many market analysts expected.
The sober look piece presents some insightful charts and raises questions that needs further re-look. One thing to add here on the top of my head - it has been alleged that petro-dollar sovereign wealth funds have been selling more of equities, sparking a flight to safety move towards the US Treasuries.
Quite the opposite what many market analysts expected.
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