Friday Workout — Ahead of the Curve; Distressed Sellers; QED or EOD?
- Chris Haffenden
The January effect is in full swing. Goldilocks investing strategies are in vogue, as weak survey data and lower inflation nos (note these are a rate-of-change time series) create January bulls from late December bears. European LevFin bankers finally emerged from their hibernation, with a raft of new issues and plenty of A&Es to boot for us at 9fin to analyse.