Global Investment Strategy

Short Strategy Update

Date: 2016-04-27 - Prepared by: The GISI

The correlation between oil and stock prices is weakening and should fall to zero by the end of this year (click here to see the chart). The level of oil prices has essentially become irrelevant for the world economy. Whether oil trades at $40 or $50 won't matter much for stock, bond or non-energy commodity prices going forward. As argued in our previous strategy update ...

This document is only available to members

Request your free trial OR Login Here