Outstanding, as always, Anusar. It feels like we are in a rotational, or rolling recession, where it doesn't hit the economy broadly, but rolls in pockets, similar to a rolling bear market. While services (like travel and leisure) remain strong, the demand for and manufacture of goods has been weakening (evidenced by rising inventories and slowing product sales). This likely recession is rolling through different parts of the global economy at different times, in contrast to the everything-everywhere-all-at-once recessions of 2020 and 2008-2009. You’ve broke down the opportunities here, under these circumstance, elegantly.
Would you be open to sharing the python code for the risk appetite indicator in the dropbox?
Outstanding, as always, Anusar. It feels like we are in a rotational, or rolling recession, where it doesn't hit the economy broadly, but rolls in pockets, similar to a rolling bear market. While services (like travel and leisure) remain strong, the demand for and manufacture of goods has been weakening (evidenced by rising inventories and slowing product sales). This likely recession is rolling through different parts of the global economy at different times, in contrast to the everything-everywhere-all-at-once recessions of 2020 and 2008-2009. You’ve broke down the opportunities here, under these circumstance, elegantly.