The Macro Winds Are Shifting

The macro evidence suggests we are at a major turning point.It’s the sort of thing that could precipitate a reversal in the relative performance of commodities versus stocks.On its own, the stock market already looks primed for a major shift in trend……especially if the economy is headed for something harder than a soft landing.But other markets that have already priced in such an environment may be better positioned to benefit from the shifting macro winds.More By This Author:What The Shift To ‘Fiscal Dominance’ Means For Markets‘The Revenge Of The Old Economy’Insiders Send Up Important Smoke Signals