This week:

  • Global equities – death cross breadth and what it’s telling us about emerging markets
  • US cyclicals vs defensives and the S&P500 outlook (a bearish or bullish rotation?)
  • A surge in US credit growth on the cards based on Fed loan officer survey
  • Spike in policy uncertainty in China – why it makes sense and may not be a bad thing
  • Gold ETF flows – a great capitulation and a pivotal moment for gold as headwinds mount

    • Video Length: 00:14:14

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