MRB on CNBC – January 24, 2019
“Global economic activity is slowly firming, but is not likely to be sufficiently strong as to unnerve government bond markets over the next few months,” strategists at MRB Partners said in a note. “Nevertheless, the macro backdrop is sufficiently positive, and likely to remain so, to suggest that no worse than a digestion phase or mild correction will be necessary to better align equity prices with the slow-moving uptrend in earnings.”