Macro Voices

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February 7, 2019  

Alex Gurevich: Interest rate momentum is an excellent predictor of equity market performance

February 7, 2019

Erik Townsend and Patrick Ceresna welcome back Alex Gurevich to MacroVoices. Erik and Alex discuss the bigger picture outlook on the business cycle, the yield curve, Treasury bonds and the dollar. They further discuss the current quantitative tightening cycle and when the Fed will again begin easing. They then go around the world discussing the global economies in Australia, Canada, China Japan and Europe. The end with a discussion on where is gold heading in the bigger picture and interest rates momentum as a predictor of equity markets.