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MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

Macro Voices

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Is There Any Alternative to Ecities?

I do think that if you look at acoming, back to the previous topic of these supplying the chain disruptions, things are changing a little bit. I think this will be the biggest test we have seen so far. So i look at some of the er data tatta that we look at, like momentum and also the us. Dollar index,. The moving averages, it does seem that sentiment is finally weakening a bit. Since 19 80, the medium drawl down of the s n p 500 is 11 %. And only two years since 19 80 were less than four%. It's not that unlikely that we see a bigger drawl down coming.

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