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Weekly Commentary | October 30, 2022
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Weekly Commentary | October 30, 2022

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Yield Hunting
Oct 30, 2022
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Weekly Commentary | October 30, 2022
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Macro Picture

Despite large stumbles by Big Tech names, stocks were positive on the week adding almost 4%.  The S&P has erased about 7% of losses in the last four weeks but remains down -17% YTD.

The main driver of this bear market rally is that the markets sense central banks shifting gears.  First, the Reserve Bank of Australia surprised investors by hi…

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