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Relative Risk-Reward Favors Bonds Over Stocks
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Relative Risk-Reward Favors Bonds Over Stocks

The challenge for the stock market is its relative valuation to bonds

Oct 18, 2023
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Early Morning with Dave
Early Morning with Dave
Relative Risk-Reward Favors Bonds Over Stocks
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Highlights

  • Chinese GDP beat expectations in Q3, but the real estate sector is in deep trouble

  • More (forward-looking) reasons we’re not ready to abandon our recession call

  • We map the anatomy of this year’s bond yield blowup

  • Cigarette sales are a cyclical indicator (really)

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