UBP’s Europe tilt leaves the official rating unchanged
Indeed.
Consensus often hides the most interesting signal.
When investors broadly agree on equities but disagree sharply on credit, it's usually worth asking which market is pricing the macro cycle more accurately.
And that’s exactly how it is!
Indeed.
Consensus often hides the most interesting signal.
When investors broadly agree on equities but disagree sharply on credit, it's usually worth asking which market is pricing the macro cycle more accurately.
And that’s exactly how it is!