Deflationary bust in the making? A dollar risk bid likely follows…

Click here to view PDF

Quotable

“Every man takes the limits of his own field of vision for the limits of the world.”

― Arthur Schopenhauer

Commentary & Analysis

Deflationary bust in the making? A dollar risk bid likely follows…

rainy day.jpg

 There is a rising consensus which says: The Fed is engineering a deflationary bust.  We agree.  But we also believe the Fed is consistently behind the curve and a US recession is likely in the cards no matter.  The investment implications: Lower long-term interest rates, lower commodity prices, and a stronger US dollar…READ MORE

Comment