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Green Book February 2025

Market Myopia

Discussion of Donald Trump’s policy antics could fill up this section for the next 47 months (… not that we’ve already begun to count them down). But there’s the problem of timing. Trump is apt to have flip-flopped on any policy proposal between the time we’ve completed the Green Book and the time it is published online (about 6 to 8 hours).

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)