The global macroeconomic narrative has shifted quickly. Concerns about an inflation resurgence have been overshadowed by the outlook for U.S. economic growth. The back and forth with tariffs
Stocks traded lower in a late-month sell-off as sentiment weakened. The S&P 500’s decline erased most of its post-election gains, which had been driven by expectations for stronger growth and deregulation under the new administration…
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Growth vs Value Factor — one of the charts from our research.
