Monetary Matters with Jack Farley cover image

How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

Monetary Matters with Jack Farley

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Market Trends and Cautionary Investment Strategies

This chapter analyzes current market trends with a focus on the S&P 500's performance compared to earnings growth, forecasting a bearish outlook due to overextended stock prices. It also critiques the eurozone's monetary policy and explores the complexities of trading German bonds amidst inflationary pressures and interest rate volatility.

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