The Stagflation Pivot
Macro Update for 7-21-2021
In today’s Global Macro Update I analyzed the major assets/markets I’m watching into month end. In the below video I highlight these correlations but it’s the same theme I’ve been mentioning this summer - that we have to watch for a pivot away from the Economy Accelerating and good Growth (which we have had in the economy for the last 8-9months) - with …