We have had the bounce - but this time credit, VIX and oil all say sell the rally
Thanks for sharing your knowledge Russell. I find useful your articles.
Could not agree more with you, Russel. Markets have a new leadership and you need more than a few weeks to unbundle over 10 years of negative real rates, massive QE and lastly consumer stimuli. In my opinion this may take years...
I am not sure... all I know is inflation is likely to be stronger than expected...
Thanks for sharing your knowledge Russell. I find useful your articles.
Could not agree more with you, Russel. Markets have a new leadership and you need more than a few weeks to unbundle over 10 years of negative real rates, massive QE and lastly consumer stimuli. In my opinion this may take years...
I am not sure... all I know is inflation is likely to be stronger than expected...