This week:

  • The long-term consensus outlook for US earnings has soared to a post-dot-com-record
  • USD, EMFX, Asian FX, and the USDCNY – the big moves and what to expect next
  • EM vs DM equities – a familiar long-term pattern unfolding for relative performance
  • Global equity valuations (PE10 aka CAPE) – where is the relative value?
  • Coffee futures positioning (a crowded short at a decisive price point)

    • Video Length: 00:11:58

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