Inflation Assets Are Leading The Recovery. That’s Not Normal
January 22, 2023 at 21:30 PM EST
By Marcel Kasumovich, Head of Research for One River Asset Management It’s normal, sort of. Digital asset markets are following a commodity boom, bust, recovery cycle. Investors are focused on the bust. The decline in inflation, bond yields, and the US dollar makes the downturn shallower. And inflation assets are leading the recovery. That’s not […] Source
