The Bond Market Gets It. Global Stocks Get It. The SP 500 Has Been Slow To Get The Memo

PhD Economist, Fund Manager • Aug 16, 2019 at 6:10 AM EDT

Is Trump starting a currency war with China and the bond market signaling a bear market?

Video Length: 01:21:49

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

Is Trump starting a currency war with China?
What are the risks of competitive devaluation
Is the bond market signaling a bear market?
Global demand for dollars driving monetary policy
What risks and repercussions MMT poses on the economy
Outlook on yields and US treasury market
Negative yielding European junk bonds
Outlook on gold and its new correlation to the dollar
Outlook on emerging markets

Disclaimer:

All opinions expressed in the books, interviews and articles by Daniel Lacalle are strictly personal and do not reflect the strategy or philosophy of any specific firm.

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