The “everything rally” of Q4 2023 took us to some very extended year-end valuations… especially in fixed income, which is the key driver of risk here. Time to fade the bond rally as more robust growth and inflation outcomes are an inevitable consequence of the rapid loosening of financial conditions. This will set us up for an exciting 2024.
I do not understand how to action the new trade recommendations in my brokerage account. Are there guide notes for me to follow so I know how to enter the trades?
