The Weekly Market Compass #5
The Psychology of Crowds: Insights from the Swiss mountains
On my first trip to Lenzerheide, I discovered a part of me that had been hidden to me for decades. I discovered my love for the mountains. Awe-inspiringly beautiful to behold, and pristine in every sense. And dangerous if treated with disrespect.
This weekend, as Zürich was covered in a blanket of thick snow, I reflected on the markets. It is that time of year where wealth managers and investment strategists deliver their outlook for the year ahead.
Soft Landing: A Goldilocks Scenario?
Markets are positioning for a soft landing. Recent news flow is positive and suggest that yields might have reached their peak, eliminating the concern of persistently high rates. Furthermore, it appears that inflation is on track to reach the Federal Reserve's targeted 2% mark by the second quarter. This anticipated decline in inflation could potentially pave the way fo…