Macro Voices: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Is Trump starting a currency war with China?
  • What are the risks of competitive devaluation
  • Is the bond market signaling a bear market?
  • Global demand for dollardriving monetary policy
  • What risks and repercussions MMT poses on the economy
  • Outlook on yields and US treasury market
  • Negative yielding European junk bonds
  • Outlook on gold and its new correlation to the dollar
  • Outlook on emerging markets

About Daniel Lacalle

Daniel Lacalle (Madrid, 1967). PhD Economist and Fund Manager. Author of bestsellers "Life In The Financial Markets" and "The Energy World Is Flat" as well as "Escape From the Central Bank Trap". Daniel Lacalle (Madrid, 1967). PhD Economist and Fund Manager. Frequent collaborator with CNBC, Bloomberg, CNN, Hedgeye, Epoch Times, Mises Institute, BBN Times, Wall Street Journal, El Español, A3 Media and 13TV. Holds the CIIA (Certified International Investment Analyst) and masters in Economic Investigation and IESE.

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