The balance between COVID fears, US and China trade tensions, economic data, QE… What’s going to drive markets through summer?
A Reflationary trade on the back of Powell’s comments
The recent weakness in the USD could be telling a signifying an important shift in money flows
What’s a more signification driver for gold… rate cuts or QE?
China/US Trade Updates and The Result on Fed Policy
The Important Shift From QE To QT
What The Markets Need To See From Tax Reform and The Fed
The Unintended and Deleterious Societal Consequences of Quantitative Easing
The Absurdity of Using A Fallacy For a Correlation In The US Dollar and Euro