3
Reposts
8
Likes
4
Replies
The market’s fear of inflation goes far beyond wars (very short term correlation)
The conflicts themselves are merely symptoms of deeper structural fractures within the system. The regime has clearly changed, which is why yields are rising, equities continue to climb, and commodities leads the YTD performance (the hedge of the new regime!).
Sovereign debt is the biggest problem, more than any war.
:D
The conflicts themselves are merely symptoms of deeper structural fractures within the system. The regime has clearly changed, which is why yields are rising, equities continue to climb, and commodities leads the YTD performance (the hedge of the new regime!).
Sovereign debt is the biggest problem, more than any war.
:D
Reply
Loading replies...
Oh yeah! They’ve definitely got it this time! Peace at last!
Reply
Negative catalyst still this was overseas outsourced news when I launched it. imo
Reply