The View from 5th Avenue

The View from 5th Avenue – 22 November 2023

Sure, writing today’s recap the day before a celebrated American holiday / long weekend may seem like a chore. But think of the buffet of analogies at my disposal; in fact, a keen eye will spot I’ve already started doing just that. It’s been a veritable feeding frenzy for equities the last three weeks plus now, the US benchmark registering gains all but 3 times since the 27th of October. The feast started anew this morning as investors continued to have appetite, but labor data and consumer co…

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