March 15, 2022

LOCKED Macro Insiders: Flash Update from Julian

Commodities have been front and center of recent volatility. This volatility is ricocheting into the equity space. It is providing us with the opportunity to buy back into the XME ETF which hit the first target at 60 just before my Flash Update.

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LOCKED Europe: Never Let a Good Crisis Go to Waste 

  • Crisis in the Ukraine provides European Federalists with leverage
  • National fiscal easing and mutual EC off-balance-sheet borrowing mooted
  • European Defence spending set to rise sharply alongside Energy substitution initiatives
  • ECB is facing rising inflation and fiscal expansion
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