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Spectra Markets founder Brent Donnelly mines a broad network of hedge fund, real money, central bank, and trading professionals to formulate his unique insights into global markets and macroeconomics.
First, the arguments for a China deval are reasonable but not awesomely compelling to me. Second, as time goes by, the arguments for a relationship between US GDP and US stock prices become even less compelling.
In a world of inflation fear and high bond market volatility, there are not many good safe havens to hedge a rapid collapse in equities.
In an MMT world where the Fed has truncated the policy distribution by promising no more rate hikes, inflation rebounds. There is zero possibility of tax hikes to deal with inflation so the primary cure for this inflationary reacceleration, if it gets worse, needs to be rate hikes.
Plan and prepare, trade smart and make money with the help of this indispensable diary of timely reminders and useful advice for thoughtful traders.