What We’re Watching

In no particular order and with no ranking of importance as we see it:

  1. Global seismic and geothermal activity. Are the events linked and if so will activity increase?
  2. Japanese monetary policy. Will Abenomics finally implode and take the Japanese bond market with it?
  3. The US presidential race. What happens with and around Trump may be pivotal.
  4. Economic themes. NIRP, the cashless society, the inflation debate and bail-ins.
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