Promising US Labour Market / RTY Outperformance No More?

(1) The US Labour Market Is Sprouting Green Shoots (2 min read)
Long-term unemployment in the US is on the decline with recent job losses highly concentrated, writes John Tierney. Combined with increased fiscal stimulus and vaccine rollout he sees the economy, and equity markets, faring well.

(John Tierney│ 12th January, 2021)

(2) The Small Caps/Russell 2000 Hot Streak Is About to Fade (1 min read)
Recent Russell 2000 outperformance is coming to an end according to John Tierney. Vaccine rollout and economic normalisation are needed for outperformance to resume.

(John Tierney│ 12th January, 2021)

Why everyone should be using Signal instead of WhatsApp (Wired, 3 min read)

What’s behind the recent surge in the M1 money supply? (Federal Reserve Bank of St. Louis, 6 min read)

Time to align finance with biodiversity objectives (OMFIF, 2 min read)

‘Leaning against the wind’ and the risk of financial crises (VoxEU, 5 min read)

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)