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Posts By: Brian Kelly

Divergent: Monetary Policy in a Post-Apocalyptic World

By - - Uncategorized on January 12, 2015 6:41 PM 1 Follow-Ups
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Too dramatic? BK continues to think the biggest risk for markets (US stocks for the asset-class challenged) is the unwinding of the divergence theme. That is to say, the consensus trade is that the FED will raise rates this year –>therefore, buy US assets -> dollar, bonds, stocks. The weaker than expected US average hourly […]

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