Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
Joined December 2014
1.4K Following 231.9K Followers
It’s interesting that the S&P ex-AI basket (from GS) is now far less correlated to the S&P 500 index than the equal-weighted S&P 500 (SPW), while both are similarly correlated to bonds.
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