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Spectra Markets founder Brent Donnelly mines a broad network of hedge fund, real money, central bank, and trading professionals to formulate his unique insights into global markets and macroeconomics.
Commodity currencies have divorced from commodity prices as the transmission mechanisms that used to drive correlation have abated. This has implications for FX trading and Canadian inflation.
When a headline asks a question, the answer is usually no. The financial media is touting a “Japanese currency crisis”, memes are going viral, and The Economist is chirping in on why the MOF is doomed to fail. At the risk of staying wronger for longer, this could be the final innings of the yen trilemma debacle.
First, the arguments for a China deval are reasonable but not awesomely compelling to me. Second, as time goes by, the arguments for a relationship between US GDP and US stock prices become even less compelling.
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