Dario Perkins observes a notable change in market sentiment. He highlights that while the bond market in 2022 wanted Liz Truss out, the current environment is more supportive of Keir Starmer staying in position.
Perkins has previously identified unresolved conflict, a possible U.S. recession, or aggressive central bank moves as key threats facing markets, according to a recent article. He also discussed market responses to crisis and central bank strategies on this week’s macro podcast episode. These earlier observations frame the backdrop to the current shift in sentiment he describes.
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