U.S. Equity Strategy: Sector Selection Amid Slowing Global Growth

Download PDF: The 2021 post-pandemic recovery has been impressive, with record amount of fiscal stimulus propping up household spending and the corporate sector turning into a capex hyperdrive. Meanwhile, the Fed maintained an ultra-loose monetary policy and tilted toward the dovish side in the first half of the year, which fuel the froth and equitiesContinue reading “U.S. Equity Strategy: Sector Selection Amid Slowing Global Growth”

Global Macro Outlook 2022 – A Year of Policy Reversal and Cross-Cyclical Adjustments

This research paper is prepared by and is the property of H-o-l-o-c-e-n-e.com and Putamen Capital and is circulated for informational and educational purposes only. This disclaimer informs readers that the views, thoughts, and opinions expressed in the text belong solely to the author, and not necessarily to the author’s employer, organization, committee or other groupContinue reading “Global Macro Outlook 2022 – A Year of Policy Reversal and Cross-Cyclical Adjustments”