2 Comments
User's avatar
will's avatar

https://fred.stlouisfed.org/series/USEPUINDXD Thanks for all the tools you share. I hope you don't mind one more chart. I only learned about this one today. I notice an increased volatility since November.

Expand full comment
Mosaic Asset Company's avatar

Hey Will! I am familiar with that one and a study by RenMac comes to mind.

Similar to other contrarian indicators, they found that high levels of policy uncertainty tended to be good for S&P 500 forward returns. I'll post the chart in the chat.

Expand full comment