The story of the year for investors was the unprecedented surge in liquidity.
The story of the year for investors was the unprecedented surge in liquidity. Read More »
Dollar Index
Here is what happened last year… Here is what will happen this year.
The story of the year for investors was the unprecedented surge in liquidity, which drove high-beta risk assets back up to the 2022 highs.
Lower Inflation and its influence on interest rates and the stock market was enormously impactful.
Here is what happened last year… Here is what will happen this year. Read More »
Markets need to figure out a normalized level of interest rates appropriate to this volatile new era …
Markets need to figure out a normalized level of interest rates appropriate to this volatile new era of De-globalization, rising military engagement, heightened Geopolitical tensions, excessive indebtedness, and the irrational rise in deficit spending.
“There’s no money. There’s no money. If we don’t make a fiscal adjustment, we’re headed for hyperinflation…”
Markets need to figure out a normalized level of interest rates appropriate to this volatile new era of De-globalization, rising military engagement, heightened Geopolitical tensions, excessive indebtedness, and the irrational rise in deficit spending.