THE ONLY QUESTION

Monetary dominance has been replaced with fiscal. Is it permanent?

Someone tells you that you can know any one fact in the future - but not an actual asset price or level - what do you choose to help your trading? Do you pick the unemployment rate this winter? Or the ISM Service Index next Spring? Maybe you don’t bother with such a concrete choice, and instead choose Chinese economic growth a year from now. Wait! …

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