#businesscycle — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #businesscycle, aggregated by home.social.
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1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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