Don’t Fight The Liquidity Trend


Welcome to our official publication of the Prometheus ETF Portfolio. Our primary takeaways this week are as follows:

  • Markets have moved to price rising real growth conditions in rising equities relative to other assets. 
  • This rising equity trend is underwritten by a significant improvement in liquidity conditions. 
  • While recessionary conditions likely loom ahead as the cycle progresses, the current tide is not one to swim against.
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