great summary, thank you. on the growth/inflation vs sector performance...any chance you can do the same but for industry group or industry performance to provide more granularity? some sectors are so heterogenous that we are likely missing important parts of the message.
Excellent piece. I was wondering if you could give some background info on how you come up with your market implied regimes probabilities.
great summary, thank you. on the growth/inflation vs sector performance...any chance you can do the same but for industry group or industry performance to provide more granularity? some sectors are so heterogenous that we are likely missing important parts of the message.