In this week’s macro call we discussed how equity markets look priced for perfection given extreme bullish sentiment and vaccine optimism. We talked about the prospect for growth rebounding strongly next year due to all the pent up demand from consumers who have been unable to leave their homes and how this is impacting the price of gold. We also discussed the recent slide in the DXY and how likely it is that we see a short term bounce before Christmas.
Filmed on Tuesday 8th December 2020.
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