Stocks Analysis by Alfonso Peccatiello covering: Euro Stoxx 50, United States 10-Year, STOXX 600. Read Alfonso Peccatiello's latest article on Investing.com
European and Chinese stocks have rallied harder than US stock indexes, and certain emerging markets like Chile or Poland are doing even better.‘’International Risk Parity’’ portfolio: long US bonds, and long stocks around the world.The Aggregate Income Growth series is a great proxy for nominal growth in real time: it includes private sector job creation, workweek hours, and wage growth – effectively reflecting the growth rate of nominal income US workers are bringing home.
- the PBOC remains ready to ease, some fiscal spending is happening, and investors are largely underallocated.Disclaimer:
United States 10-Year STOXX 600
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