Macro Voices

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June 30, 2017  

Alex Gurevich: ZERO evidence the secular bull market in bonds is over

June 30, 2017

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.