The best things often come unannounced.
Who the heck said that?!
When I wrote…
In ‘Restocking ahead of a mighty market crash?‘ earlier this month, the time horizon I had in mind certainly wasn’t as immediate as ‘later this month’.
And in fact, yesterday’s headline-grabbing US inflation numbers…
… were just the first sign*, I reckon, of how risky capital markets can be at this critical economic juncture. The stronger the economy, the higher the risk …
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