DEBUNKING THE QUARTERLY REBALANCING EFFECT

The 'tourist answers the question of whether there is any value to this Wall Street narrative

Mar 31, 2021

∙ Paid

Remember earlier in the month when strategists were warning about the torrent of equity selling that was about to be unleashed due to the dramatic outperformance of equities versus bonds over the past quarter? Headlines like this one from Business Insider kept crossing the tape:

The MacroTourist

DEBUNKING THE QUARTERLY REBALANCING EFFECT

The 'tourist answers the question of whether there is any value to this Wall Street narrative

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