2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity
tsterm.substack.com
As of Mon 18 Mar, using 6-month forecast period, as computed by tsterm.com, the common causal predictors for global assets (US, Europe, Asia etc) across asset classes (equity, fixed income, etc) are AIG (insurance, holds long-term bonds) France equity EWQ
2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity
2024-03: (Second to US interest rate…
2024-03: (Second to US interest rate,) Aviation theme as emerging predictor for global assets, real economy as predictor for US equity
As of Mon 18 Mar, using 6-month forecast period, as computed by tsterm.com, the common causal predictors for global assets (US, Europe, Asia etc) across asset classes (equity, fixed income, etc) are AIG (insurance, holds long-term bonds) France equity EWQ