By the way this is NOT the Fed, NOT the trade war, NOT a housing market crash and NOT a recession around the corner. Just payback time for years of asset pumping.
Juliette Declercq
10.9K posts
Juliette Declercq
@JulietteJDI
Founder #JDIresearch. Global #MacroStrategy: « The important is not to be the first to know but the first to understand ». 25y passion for investment & strategy
- #Gold should retrieve its shine in 2021 after the August overshoot and subsequent capitulation on positioning and sentiment. #JDIresearch advent calendar D-10:
- Dear Mrs @Lagarde I am young, female, die hard European and competent, please let me know where to send my CV!I was pleased to invite my new Governing Council colleagues to join me at an off-site retreat yesterday. We discussed in an open and informal setting the running of the Governing Council.
- Replying to @RaoulGMIPatience ... is the main macro trade outside of crypto now...
- First ever global coordination to crash stock markets. What brilliant books will the last 3 years make in macro, geopolitics and policy lunacy for future generations to study 😇.
- The largest risk I see in 2023 is ending up spending the year wondering how you could have missed the 2022 investment opportunities.
- Note that I don't judge but observe and draw key macro conclusions. The move to greater government interventionism and "socialism" is due to capitalism's failure to benefit the masses. There is no going back to the pre-Covid macro backdrop. #JDIresearch advent calendar D-3:
- Replying to @RaoulGMIUS is soft landing, rest of the world is hard landing largely in part because of the U.S. soft landing. Virtuous in the US, vicious in the RoW. It will be a LONG macro winter!
- They buy your paper (which we all know will end up being devalued) you buy their goods ... who is getting ripped off ? Stop moaning.When you’re almost 800 Billion Dollars a year down on Trade, you can’t lose a Trade War! The U.S. has been ripped off by other countries for years on Trade, time to get smart!
