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Brevan Howard are a large hedge fund known for making money when others aren’t.
And right now, according to Jason Cummins, the chief economist and head of research at the hedge fund, the conventional wisdom will be just as wrong in 2024 as it was in 2023.
As things stand in early 2024, stocks are trading near all-time highs, US jobless claims have just plunged to the lowest level in more than a year, retail sales are still booming, and inflation is trending closer to central bank targets.
For some investors- things look promising. For others, if you scratch behind the surface- there is a lot more to see.
Very interesting.
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