...markets now see BOTH more growth and more inflation than they did pre-conflict.
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Latest: How F***ed Are Markets?
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When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else…
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a…
Beneath the geopolitical theater, a dangerous story continues to deteriorate quietly in the background...
And the rocky path I think gold takes to get to $10,000...eventually.
...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal…
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous...
