Euro crash, gold revaluation and tech hangover, whatever Election Day outcome

Executive Summary

Investors have become accustomed to the periodic stampede of traders in markets where the narrative of “China-US trade war” has gone viral.  The “truce” has ignited risk-on, and also fuelled speculation that the Fed will go easy on rate cuts.

 

This may well be the last such stampede – either in risk-on or risk-off direction – under the influence of China trade news, before Election Day. Investors concerned about US monetary inflation, for example, have less to fear now about their protective trades being upset by a stampede.

 

Analysis here suggests that gold should gain, and the euro lose from a combination of economic, political and geo-political factors, between now and Election Day.  

 

Whoever wins, the White House disenchantment with the tech sector is set to deepen.

Main Article

Main themes:     

 

US monetary risks stacked in inflationary direction     

 

Gold shines in corrupted monetary environment   

 

Viral China-US trade war scare now dying

 

President Trump’s “peace in our time deals”

 

Anti-trust attack on Big Tech and beyond     

 

Over-digitalization has reduced prosperity

 

Dollar hegemony and the euro after Election Day

 

Bottom line

 

TO READ FULL ARTICLE, PLEASE VISIT THE RELATED WEBSITE OF MACRO HEDGE ADVISORS –

www.macrohedgeadvisors.com

 

Founder membership of Macro Hedge Advisors is free 

 

CLICK HERE TO DOWNLOAD THE PDF VERSION

 

Leave a Comment

Your email address will not be published.