Forecasts that relative underperformers in the equities space are poised for a turnaround is a hardy perennial, but the expected change always seems to be postponed for several of the usual suspects. Notably, projections that foreign, small-cap and value stocks are set to outperform their broad US, large-cap and growth counterparts are facing new headwinds this year.
Daily Archives: March 28, 2023
Macro Briefing: 28 March 2023
* SVB collapse was “textbook case of mismanagement”: Fed official
* Banking turmoil due to ‘sentiment contagion’, say analysts
* US and Japan announce trade deal on electric vehicle battery minerals
* Bond market is still flashing warning signs for the economy
* Semiconductor firms may have to choose between US and China
* Wind-power industry projects rapid growth this year after 2022 slowdown
* China ramps up emergency loans to financially struggling nations
* Modest growth resumes in Texas manufacturing: Dallas Fed Mfg Index
* Regional bank stocks rally, suggesting banking turmoil is easing:
