LOCKED Macro Insiders: In Focus from Julian – QT & Integrated Deterrence
Crosscurrents continue to complicate the investment environment. TINA has kept equities bid. The FED is being thwarted by Equities refusing to tighten financial conditions. QT now comes into focus. Putin wants to thwart Biden’s Integrated Deterrence. Gold and the Ruble are his first weapons of choice.
April 8, 2022