From the desk of Steve Strazza @Sstrazza
For the week ended Friday, May 8, 2020:
Every weekend we publish performance tables for a variety of different asset classes and categories along with commentary on each.
Many of the relative trends in stocks that have been in place for a long time have come into question recently as they’re showing signs of maturing due in part to the change in leadership we wrote about this week.
In this post, we’ll highlight two structural intermarket themes that have remained robust throughout this tumultuous time for equity markets.