Comments
Transcript
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DFGreat Interview. I love straight talkers :-)
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RSWould someone be able to explain his comment about the Japanese having to recycle the worlds biggest net international financial position every day? Thanks.
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MTGreat Interview, Thanks!
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CBShouldn’t easy fiscal policy weaken domestic currency?
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MSI would think the probability of a Plaza Accord equivalent deal is low due to the trade wars America is waging against the rest of the world. Why would countries who are negatively affected by the US trade wars be willing to work with the US to make the US more globally competitive by helping devalue the USD?
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DHI'm very doubtful that gold will be able to continue to be bottled up once inflation really hits hard in the ROW. India has jacked up import taxes on gold AGAIN to 12.5%, which Indians will pay anyway once they realize how the rupee will be bushwhacked.
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BAThis guy is a hoot. Love his down to earth, easy manner. Great overview and forecast info also.
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DSGreat overview; odds are in Mr.Juckes' predictions favor. DLS
Chapters
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What's Been Driving Bond Yields in 2019?
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Where do Bond Yields go From Here and Why?
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Are Central Banks in Control of Yields or Are Yields Driving Monetary Policy?
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Compare U.S. and European Bond Yields over the past 30 years
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What does this mean for the U.S.?
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What is the outlook for Risk Assets?
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How will Fiscal Policy impact Inflation?
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What comes next - Recession or Stable Low Growth?
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What are the Risks of a US Dollar surge?
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Is the US coming back to QE?
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What is your outlook on Japan?
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Can anything change US Dollar hegemony?
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How do you play the current environment?
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How would you summarize your views?