With currencies, commodities and yields coiling, it’s hard to shake the feeling that we’ve entered into a countdown of sorts.
While there’s reason to be optimistic from a pandemic standpoint, markets are making new all-time highs even though many important sectors of the economy are far from having recovered their mojo.
What gives? What awaits us on the other side of New Years?
If I’m right, we face a major regime change in the currency markets which will have important implications for stocks.
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