Focus Forward - What Comes, What Goes, What Stays
Forward looking markets, the calendar & Covid Speed all say focus forward. But 1st, What Comes, What Goes, What Stays?
There is absolutely no doubt in my mind - none - that Climate is the single biggest global macro issue of the decade.
Daily new S&P high headlines are misleading: much of the US equity mkt & many others have been in a stealth correction.