The case for raising equity allocations when interest rates were close to zero was easy. After a year of interest rate hikes by the Federal Reserve, the calculus is more complicated.
Daily Archives: February 24, 2023
Macro Briefing: 24 February 2023
* Ukraine leader vows to push on for victory on anniversary of Russia’s invasion
* Amid questions of neutrality, China calls for ceasefire in Russia-Ukraine war
* China’s online retail spending rebound after lockdown is modest, reports Alibaba
* US regulators warn banks of liquidity risks with crypto-related deposits
* Demand is up for dividend-paying stocks as interest rates rise
* Retirement account balances down nearly 25% last year, Fidelity reports
* US jobless claims tick lower and continue to indicate tight labor market
* US GDP growth for Q4 revised down to 2.7% annual rate
* US economic activity rebounds in January, rising at strongest pace in six months:
