Has the Growth to Value Rotation has run its course? We Say Yes
As $/cnh finds a floor, expect value's outperformance vs growth to wane. Sell Value, Energy and Reflation trades
Fun chart here - Growth vs. value ratio vs $/CNH. My thesis is that as $/cnh starts to rally here on combination of diverging monetary policy and growth trajectories, this will start to become a head…
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