The Reaction of Central Bankers to Fundamental Drivers for Financial Markets

Daniel Treisman: Central banks are the right place for us as investors to be thinking about what we should be putting our attention on and if so okay why don't you get your crystal blown out tell me what the central bankers are going to do next of course they're going to pivot. He says it's actually the reaction of central banks to those fundamental drivers that tends to move markets more than the fundamentals themselves. The transition has been politically designed and by that it is it is industrially flawed and it's extremely onerous on the consumer, he adds.