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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
The Draggy Wizard's Opening Statement to the Governing Council
The ECB has been signaling for a year or more that they are trying to reactivate financial markets and financial markets don't want to hear it. And then we have this extraordinary episode over the past few days, which is why some of my clients were in March when you had this election. So guess what? We had some pretty spectacular price discovery. I'm not sure what this all means yet, but at a minimum, it's refocused people on unfinished business in economic and monetary union. How the heck can the ECB, which is the only game in town ever step away from asset purchases? How can they?
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