👂 Today's chat...
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🔥 Hot or 🚫 not?
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🔥 Yields, Yields, Yields
Corrr blimey, guv'na.
Yields have had it off.
What's the story?: Obviously, bonds have sold off. But what is the driver?
The Fed doesn't believe inflation is coming, so they're keeping conditions nice and loose...
In other words, there is no sign of tapering or interest rate rises, even in the face of higher growth prospects.
A scary take:
🚫 Toblerones are going nice and cheap...
The Swiss France has been getting pummelled of late.
With all this risk on sentiment of equities flying higher, bonds coming in for a heavy landing and industrial commodities booming, the Swiss franc has been feeling a little under the weather.
Why's that?: The franc is seen a a safe haven asset.
That means that when conditions turn to crap, people want to buy it, since Switzerland is a neutral country with non-volatile politics and a pretty strong economy.
So there is a broad difference between the two countries, especially when many reckon US outperformance is coming.
🔞 Why's the age of a population so important?
Here's a few articles for you to look at to thrash out what we were chatting about in the pod.
🚚...and what about supply chains?
🏠 We spoke about property too
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