Credit, Energy, Equities, Fixed Income, Gold, Inflation, Metals, Uncategorized, USA, Yield Curve
Hoping for Growth. Searching for Value.
Thanks very much to my old friend, Steve Sedgwick at Squawk Box Europe for the chat this morning. We looked at Growth v Value, the US v ROW, we touched on bonds and borrowing, money supply, inflation, lockdown, commodities & gold - all in under 10 minutes!