
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
Macro Voices
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Is There a High Chance of a Civil War?
i don't see how we could avoid it, is a situation where you have almost everyone certain that their side won and neither side is willing to concede. Some even talk about the risk of civil war, which will be a grave problem. This is another reason to probably add a long volatility hedge to my portfolio of recommendation. There is no question that there's a chance that the us Election is an inflection point this year in globola set. However, such riots would be more likely to be the spark that starts a global fire.
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