LEVATUS Perspective | THE GLOBAL ECONOMY AND MARKETS | Who’s on First?

In the classic Abbott and Costello skit ‘Who’s on First?’ confusion reigns, as meaning is misinterpreted, interrelationships are misunderstood, and impatience exacerbates an already confusing situation. In the current market environment, where the interrelationship between the economy and asset markets has rarely been more complex or more precariously balanced, many market commentators have become entangled in similarly jumbled reasoning. In the note that follows we will drill down to disentangle the elements that matter most in this delicate interplay and discuss which are likely to drive markets around the bases in the months to come

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