Each few years, the market serves up a golden alternative as overly leveraged buyers (principally hedge funds) unwind dropping trades .
This has induced volatility to skyrocket to ranges solely witnessed in the course of the monetary disaster and COVID crash.
Each of those had been wonderful shopping for alternatives. And this time will likely be no completely different.
In as we speak’s video, I additionally cowl:
- Why hedge funds are caught on the mistaken facet of the Yen carry commerce. (0:43).
- Why the Sahm Rule predicts a recession. (3:05).
- Is the Fed making a coverage error? (4:27)
- Why we’re witnessing a historic rally in bonds. (7:27)
Click on the thumbnail beneath to begin watching:
(Or learn the transcript right here.)
Till subsequent time,
Ian King
Editor, Strategic Fortunes
