Jay On Nucleus195
Wondering what is driving risk assets higher? Check out my latest video where I discuss why "Wednesday March 16th Was a Very Big Day". Why was it a big day? It clarified the 3 main drivers of uncertainty : China, the Fed and the war in Ukraine. We know markets hate uncertainty so clearing the air allows risk to breathe. I close by noting 4 areas of global, cross asset opportunity.
https://www.openexchange.tv/oetv-nucleus-195/friday-musings-wednesday-march-16th-was-very-big-day-tpw-advisory?category=447