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.
- MI2: China Update Posted in: Core Research
- Japan Update: Japanese Auto Makers Shift to “Must Have on Hand” Inventory Management Posted in: Japan Update
- Macro Insiders: In Focus from Julian – Coiled Posted in: Macro Insiders
- Japan Update: August Import Prices Hit Record Posted in: Japan Update
- MI2 Trader: Buying DAX Vol Posted in: Core Research