Just how thick is the ice? Everything juddered last week – from AI to perceptions of Geopolitics. There are so many take aways. Are markets vulnerable to an AI/Credit Cascade event? How vulnerable are The Middle Nations (J-CAKE). China is a rising risk. Just how well will the USA handle a crisis? Is it time to exit Gold? But go where?
Well, that was a fun week… but the UK’s travails are the tip of the iceberg of market pain facing the global economy. More political, geopolitical, liquidity and leverage driven crises are coming as markets reverse out the QE era. Don’t Panic!
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