Investment Weekly
Chart of the week – Policy uncertainty returns!
The only certainty is uncertainty! The policy uncertainty index spiked this week on the recent trade and Fed headlines. But financial markets appear unconcerned – US stocks are range-trading, the VIX volatility index is relatively low at 20, and credit spreads are at multi-decade tights. So, what should investors make of it all?
Market Spotlight
- Springing into action
Lens on…
- Treasury market puzzle
- Software-mageddon
- Cape of good growth