Economics
Fear, Loathing and the Best Quarter for Risk Assets in a Decade
- Stocks, credit and commodities rebound from a miserable 2018
- Investors sweat what’s next as central bank put starts to fade
March 29: It's a Good Time to 'Lighten Up' on Stocks, Quad Group's Borish Says
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After riding the best first quarter in at least a decade across assets including stocks, credit and crude, a growing chorus of investors has a new mantra: Don’t look down.
It’s the yin to this rally’s yang, the conclusion of the adage about things that keep going up. It also reflects growing unease that risk assets are running on little more than the fumes of a dovish turn by central banks.