LOCKED Macro Insiders: In Focus from Julian – Coiled
Gigantic buying of equities; budget deficits off the scale; Central Banks pondering tapering but muddled and indecisive; inflation not just sticky but still rising; politics and geopolitics in flux… but everything stable! Julian’s tempered bullishness is fading fast. Prepare for more volatility in Q4.
September 14, 2021