Is the remarkable performance of risk, and especially of US equities, set to continue this year - or is it already faltering? And if so, what are the reasons for it?
Consensus tends to see the risk rally primarily in terms of fundamentals and US exceptionalism, but we think there's more to it than that. Analyzing money creation and money rotation sheds light not only on last year's performance, but even on the past month's unusual oscillations and hence on the outlook.
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