The Palos Perspective: What’s Next?

Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless these sort of events disrupt supply chains, trade or the global energy complex. While I’m reading up on these risks, I don’t allow them to change my view of the stock market – until it becomes a must. Speculators hedged these haphazard issues with purchases of Bitcoins and Gold, which explains their mysterious and spectacular price performance over the past several weeks, rather than walk away from the financial markets. Bond yields are down and stock prices are up.

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A Macro Market View by Hubert Marleau 

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