Value relative to Growth Loading... : Investor Sentiment and Bull/Bear Views

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15:33
Jan 13
Max Kettner Chief Multi-Asset Strategist, HSBC Bloomberg Markets
Hot inflation hedge: dollar, credit, value
If January or February inflation or labor data show inflation moving from 4.40% toward 4.20%/4.10%, or if inflation prints are hotter, long-end yields could rise too far or too fast, creating a 2022-like environment where all asset classes suffer; in that scenario the only hedges are long dollar, short-dated credit, and value over growth.
MED

About Value relative to Growth Investor Commentary

Across the available history and selected sources, Buzzberg tracks Value relative to Growth across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Max Kettner.