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- Financial Conditions Have Not Been This Loose In 5 Years
- Mag 7 Now Being Called The “Lag 7”
- Dutch Government Wants Its Gold Repatriated From U.S. To London
Financial conditions are the loosest they have been in five years, risk markets remain comfortable, and investors are still borrowing aggressively to stay long. At home, the mood is very different as inflation, higher everyday costs, and strained household budgets keep consumer sentiment near recessionary levels. David McAlvany examines that growing disconnect, the rotation turning the Mag 7 into the “Lag 7,” and why most market risk indicators are still signaling smooth sailing. They also look at mounting pressure in global sovereign debt markets as governments face rising borrowing costs and record interest expenses. Finally, the Dutch government’s push to repatriate $12 billion in gold from the U.S. and Canada may be another sign that global trust is beginning to shift.
