By Bob Stoutjesdijk, Global Macro Strategist
In Money Matters, Bob Stoutjesdijk, Global Macro Strategist, explores how decisions by central banks such as the ECB and the Fed ripple through credit and equity markets, offering concise and accessible commentary on key macro dynamics.
There’s an old saying that a rising tide lifts all boats, but today’s market environment feels more like some vessels are catching big waves while others are stuck in shallow waters. The dispersion between large and small caps, between high-quality and distressed credits, tells a story of diverging economic realities that investors can’t afford to ignore.