Expected long-run returns for most of the major asset classes continue to look relatively attractive after this year’s market declines, based on updates of models run by CapitalSpectator.com. In turn, a broad measure of risk assets points to a performance premium in the future vs. recent history.
Daily Archives: November 2, 2022
Macro Briefing: 2 November 2022
* North and South Korea engage in missile launches aimed at each other’s coasts
* Brazil’s Bolsonaro breaks silence, allows transfer of power to proceed
* Netanyahu poised for comeback as Israel prime minister, exit polls show
* Eurozone factory downturn accelerates amid record inflation
* Fed expected to announce another 75-basis-points rate hike today
* China orders Covid lockdown around iPhone factory in Zhengzhou
* US job openings rebound in September despite Fed efforts to cool labor market
* Construction spending in US rebounds in September, surprising analysts
* US manufacturing activity is virtually stagnant in October via ISM Mfg Index:
