These folks think due to a slowing employment market the FED will be forced to cut and the result will be a crash up. Risk on!
via @TomasOnMarkets, China liquidity cycle is about to kick off, this is good for commodities.
These two global liquidity measures show we are entering the plenty phase of money supply.
Yellow, brown and early blue seem to be great for risk on.
and via @CrossBorderCapital global BRRRR is on a up swing.
The political connected @amlivemon sums up the thinking in Washington and how they fiddle with the markets. It is just crazy!
Original Post: https://ift.tt/hyR8kxS
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