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Last 20 years... US Stocks: +679% US Bonds: +85% US
Inflation: +65%
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00:01 - 29/10/24
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Goldman creates a stir on Wall Street with its gloomy view
of the future
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Vi6r3Vw
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The US Money Supply grew 2.6% over the last year, the
biggest YoY increase since August 2022.
After a brief hiatus, money printing is back.
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Are
Treasuries starting to price in a soft landing, a
re-acceleration of inflation or both?
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If the election is a non-event for markets, we could
see a rather sizable vol crush in the last two months of the
year as the spread between IV and RV on
SPX
remains rather large
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