Macro
Inching towards a new (world?) order
Like many based in the Southern Hemisphere, I have spent too many hours since January 21 not sleeping and keeping
IN THE EYE OF THE (expected) STORM
6 min read
- You are all very well aware of the volatility of the last weeks and days.
- There are plenty of statistics that show the volatility and the volume signals evidencing that the crowd (maybe) is finally waking up to what the Trump administration, and importantly, Secretary-Treasurer Scott Bessent, have been telegraphing for weeks and even six months now. Let alone the framework of funding that President Trump has held from interviews dating back to 1987!
- We are a globally interconnected and highly financialised society - but also now with too much (non-productive) debt!
- The financial market signals will next transmit into the real economy and echo back into financial analysts' earnings expectations.