Stocks fade the inflation spike

Thursday, 15 February 2024

The Market Ear kicks us off.

The Jaws

Nothing new really, but the gap between equities and rates has grown very wide in 2024, especially over the past 2 weeks.These days the market is all about the Mag7, but what happens should the rates narrative revive as a driver of equities?

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.