Net % OW Equities vs. Net % Expecting Stronger Economy

Net % OW Equities vs. Net % Expecting Stronger Economy Global growth expectations plunged to their lowest level since July 2008, but equity allocations are not recessionary. Image: BofA Global Fund Manager Survey

Economy – U.S. Miles Driven

Economy – U.S. Miles Driven Has the pandemic changed driving habits in the United States? It appears that Americans are now driving as much as before the pandemic. Image: Gavekal, Macrobond