What follows the everything bubble is the crash of everything in what has now become uninvestable markets. The first quarter of 2022 has been a bloodbath for investors with no safe haven places to hide. Many have allocated 60% of their portfolio in cash, US dollars, since the first quarter of 2022. As we noted in our top trends for 2022, the US dollar would outperform all other currencies in 2022. Our rationale for believing that...
Read MoreWhen will shrinking demand in the economy put pressure on monetary policymakers to revert to easing? The bond market rout sent the 10-year treasury yield to almost 3%, which jumped 120 basis points since January. Rising treasury yields, particularly the 10-year treasury, is a big deal because this debt instrument is a yardstick for setting interest rates for home mortgages and car loans. So the rising 10-year treasury yields increase...
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