The Saturday Hark Back - 02 Mar 2024
Capturing the themes of the week when there’s more time to digest them.
The Hark Back
The key narratives that drove markets last week:
Theme 1 - Zero risk premium
Theme 2 - Housing vs CRE
Theme 3 - Inflation
Theme 4 - Does the Fed have control of the US economy?
Theme 5 - Cr…