We’ve seen all the signs of crisis to come. Exuberant markets priced for perfection, valuations at mindboggling levels, AI spending trillions to make millions. Yet Gold, the universal risk-off asset just hit $4000. Wake up, smell the coffee…. While you still can..
The Tough Times will pass - how do you then create an economy that balances Growth and Prosperity, Politics and Justice, the Environment and Business, Wealth and Equality. Could it be as simple as setting the right interest rate?
Jackson Hole, BRICS, Inflation, Bond Yields, the Dollar, AI and so many more things to worry about – but what does it really boil down to? Who will be trading with who, and what will be driving growth?
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