Don't Miss The Forest For The Trees

  • In a media saturated world its easy to miss the forest from the trees - focus on US inflation, EU energy & China growth

  • Fed will end front loaded 75 bp hikes next month which will lead to USD rollover & support AA shifts to non US, EM, Comm

  • EU energy prices dont make sense - crash is coming which will spur EU asset gain; China has drawn a line under property
August 26th, 2022
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