This week:

  • The global manufacturing PMIs – a synchronized slowdown
  • The path of the big 3QE central banks as the big monetary experiment comes full circle
  • The impact of Fed rate hikes on EM central banks – forced tightening
  • Valuation and positioning for the GBPUSD exchange rate – undervalued and oversold
  • What’s going on with the TED spread and LIBOR-OIS – back to complacency?

    • Video Length: 00:06:42

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