Daily Archives: November 30, 2023

Bulk of equity losses happen during rate cutting cycles, not before

Reminder: while equity bear markets typically start from full employment and an expanding economy, the bulk of cycle losses (81%) happen once recessions begin (blue bars below since 1933), when the unemployment rate is jumping, and central banks are slashing … Continue reading

Posted in Main Page | Comments Off on Bulk of equity losses happen during rate cutting cycles, not before