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 dollars driving 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