Is The Current Level Justified?

The Fed Economic Policy Uncertainty Index (a quantification of policy discussion in major publications) has returned to levels last seen before the market collapse of 2020. Indeed, it is hovering at the lower end of levels last seen since 2015.

Jonathan Baird CFA

PUBLISHER OF THE GLOBAL INVESTMENT LETTER. AWARD-WINNING MONEY MANAGER. SPEAKER ON GEOPOLITICS AND MARKETS. www.globalinvestmentletter.com

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