So Far, So Good.
![](https://grassiinvest.com/wp-content/uploads/2021/06/Strategy-SS1424708993-3-scaled-1-1024x656.jpg)
Solid U.S. economic growth, an improving global backdrop and high expectations for approaching policy rate cuts are sustaining the risk-on phase and spurring pockets of speculative fever. Hopes for a Goldilocks outcome will persist until an economic roadblock emerges. Global risk asset markets have soared this year, underscoring that liquidity conditions are still plentiful. The […]