My argument that the Fed is no longer as important to financial markets as it has been draws some skepticism from Alix and David. The battle royale between the Global Growth Recovery & the 30 Year Bond Bull Market is included as are my USD views.
The nexus between global economics, politics, policy and markets
My argument that the Fed is no longer as important to financial markets as it has been draws some skepticism from Alix and David. The battle royale between the Global Growth Recovery & the 30 Year Bond Bull Market is included as are my USD views.