in an essay called “Economic Possibilities for our Grandchildren
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and so plays a fundamental role in our evolution.
our very confidence and sometimes blindly certain feeling of
the reason for this conversation is because it is our understanding that
we took profit on our overweight in MSCI EMU versus S&P500 given looming Italian election risks into February
…er rotation out of bonds. There has indeed been some evidence of bond into equity fund flows in ETFs (best seen through our flow radars in Flows & Liquidity)
most of our leaders are locked sadly or with terror into
including how motivated we are to get it and what we anticipate based on our
in eight economies over 40 to 140 years. We crowd our niches like other
and hypotheses that we have come up with our-
there have been some policy and legal and other actions that make our
who will add this information into our contacts list. Thanks
we are assuming limited positive and negative policy changes. Our US
the explanation we gave for our preoccupation with
000 by end-2017 (see $/¥’s eventual surge: Buy Nikkei 06 September 2016). Our