Strategy Note /

Market Speed

  • We introduce Market Speed - the speed at which financial markets discount new narratives about the future

  • Market speed coupled with the emergence of a "polycrisis" helps explain the cross asset volatility that defined the 1stH

  • We expect inflation to slow & global growth to stabilize as US slows and China recovers; this desynchronization is key

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
5 July 2022
Published byTPW Advisory


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