Long-run expected returns for risk assets continue to look relatively attractive in the wake of sharp declines in global markets, based on updates of several models run by CapitalSpectator.com.
Daily Archives: October 4, 2022
Macro Briefing: 4 October 2022
* North Korea fires missile over Japan in escalation of threatening behavior
* United Nations agency calls on Fed, other central banks to end rate hikes
* Pipeline sabotage is warning to West from Putin, Russia experts say
* Oil prices could rise to $100/barrel as OPEC+ considers production cuts
* Global manufacturing activity contracted in September via PMI survey data
* Construction spending in US falls the most in August in 1-1/2 years
* US Mfg PMI in September shows “renewed expansion”, but…
* US ISM Mfg Index edges closer to no-growth mark in September:
