woensdag 28 juni 2017

US Equities; Last. Man. Standing.

"Transitory." If you look really hard at the chart you may notice the one "asset" in the world that 'agrees' with US equities and given the hawkish hammering from Carney, Poloz, Drgahi, Yellen, Williams, Harker, and Fischer, what do you think happens next?

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