Talking Points This Week: Time To Bite The Bull(et)?
From equity scarcity, ‘there is no alternative’, to money sloshing around despite central bank normalisation, there could be varied reasons for markets to stay stable. However, maybe the argument of return of capital being more important than return on capital might find more mention in 2022, considering what is making headlines is not equity performance, but inflation which in the U.S. is at 39-year high. This week, we talk about the bull versus bear argument, IT earnings and commentary, the conundrum for China, and, of course, Bitcoin.
Source: bloombergquint.com