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Market Compass 03/24 –
Persistent inflation fails to crash the party

08/03/2024

We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment.

The highlights of this issue:

  • A short market review of the most significant events in the past month
  • Our tactical positioning towards the asset classes cash, bonds, equities and alternative investments, as well as a short market outlook
  • Did you know that, in the long run, it hardly matters for equity markets which party dominates in Washington?

Do not hesitate to contact us with any questions about the topics discussed. We are happy to assist you with our expertise.

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TRAMONDO PUBLICATIONS

The Quarterly, and the Market Compass in the months betweeen. Tramondo’s take on markets, monetary policy, politics and economics. And resulting investment opportunities that successful individuals, families, and institutional investors need to be aware of today.

 

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