Markets always have many things to worry about – some known knowns, some unknown knowns, even some known unknowns. However it’s always the unknown unknowns that really kill.Right now in the known unknowns camp, we might put inflation (is it finally going to bark?) and monetary policy (will global easing turn to global tightening?).Both are …
Continue reading "Markets have an uneasy feeling about uneasing."
Inflated Opinions 