I recorded a huge update today.
There is a global bond meltdown that I believe locks in the next print. In the US, I see private sector leverage, while in Europe I see QE.
And China’s debt is a print waiting to happen!
We get into the quadrillions on this one.
I recorded a huge update today.
There is a global bond meltdown that I believe locks in the next print. In the US, I see private sector leverage, while in Europe I see QE.
And China’s debt is a print waiting to happen!
We get into the quadrillions on this one.