Capital Flows and Asset Markets
Capital Flows and Asset Markets
FEBRUARY NEWSLETTER AND REVIEW
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FEBRUARY NEWSLETTER AND REVIEW

I see pro-labour everywhere but in the stock market and crypto
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The key trade of GLD/TLT continues to recover from the sell off seen in later 2023.

And key lead indicator on treasuries, 30 year JGBs, still points to higher treasury yields.

But elsewhere in markets, liquidity still reigns supreme.

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Capital Flows and Asset Markets
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work