Markets in Q1: #ETTTTS
Whereas the major risk back in Jan was that #Trump's 'America first' policies would push #inflation back up & prevent #US interest rate cuts, now the most important risk is #recession risk.
That has spun the $140T global bond #market 180°.
#Gold, the ultimate safe port in a storm, has had its best quarter since 1986 due to Trump's #TradeWar & the #dollar is flirting w/its worst start to a year since the 2008 global bust.
This entry was edited (6 days ago)
