More on inflation, the mutant wave in Canada, the stall in rates and the new normal
|Edward Harrison||Apr 13||4|
This post is a bit of a catch all on what's happening right now because there is no dominant theme consuming markets. After the spike higher in rates, we have seen the first real consolidation wave. And so the trends that drove market action like value over growth have ended or even partially reversed.
I see this as an opportunity to take a breath and th…