The Emperor has no clothes moment could be in vista as the market loses confidence in monetary policy and central banks as an institution of stability. We are on the cusp of a systemic crisis, a potential social collapse triggered by hyperinflation in food energy. Currency debasement and a sovereign debt crisis could be dead …
Risk On Rally
Could the stars be aligning for a risk on rally as the economy goes into a tailspin with peak hawkishness insight? Hawkes advocating tighter monetary conditions could be mute as signs of peak inflation become apparent. The crux of the risk on rally, in risk assets, centers on central bank monetary policy shifting focus from …