VACCINATION SUPERSTARS
And why the 'tourist is buying Europe and shorting bunds
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I have avoided writing too much about the virus as the relationship between market movements and COVID developments has proven difficult to forecast, to say the least.
Yet, I am going to break that rule. Even though the recent news out of India is distressing, there is a good chance that we’ve hit the worst of it - at least when it comes to the market.…