bullish

Vikings At The Gate

323 Views14 Jan 2022 11:47
Syndicated
SUMMARY
  • The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is a result of Covid-policies
  • we may be in for a 2019-like contraction in USD reserves in the financial system already before year-end.
  • I am even tempted to say that you should both buy the USD and duration (in most currencies) with an arm and a leg already now.. And equities overall..
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Alfonso Peccatiello (Alf)
Macroeconomic and Investing
The Macro Compass
Multi-AssetMacroeconomics
  • Vikings At The Gate
    14 Jan 2022
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