In early March, my friend Jay Pelosky made a cogent case Why the World Needs a Weak Dollar. That was when the U.S. Dollar Index (DXY) was very near its multi-year highs. Here was his main …
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There’s lots of weird stuff going on in global financial markets at the moment. Last week’s statement by the U.S. Federal Reserve (sort of upgrading their view of the global economy, while slightly downgrading their …
Continue readingThe health of the EuroZone’s economy could be the single largest risk to the continuation of the bull market in U.S. equities (with Chinese growth a close second). There appears to be little in the …
Continue readingJay Pelosky, a friend and Principal at J2Z Advisory, LLC, is an investment strategy consultancy and former head of Morgan Stanley global asset allocation research. He is an expert on all things macro and emerging …
Continue readingJay Pelosky, an old friend and Principal at J2Z Advisory, LLC, an investment strategy consultancy and former head of Morgan Stanley global asset allocation research. He is it comes to all things macro and is …
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