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It's An Upside Down World

In John Mauldin’s “upside down world” capital markets are no longer driven by finance and economics – they are driven by public policy. This is the world we’ve lived in for nearly four years now, and current price action in the market continues to bear this out. https://www.seasoninvestments.com/insights/its-an-upside-down-world/

Macro Update: Central Bank Policy

We have been in a policy-driven market now for roughly four years. Both monetary and fiscal authorities have played a heavy-handed role in the economy and capital markets over this time period. Global central bank (monetary) policy is on our Macro Radar due to its post-financial crisis impact on investor sentiment and the performance of both stocks and commodities. https://www.seasoninvestments.com/insights/macro-update-central-bank-policy/

Micro Update: Japanese Yen

Japanese bonds and the Yen have fared extremely well over the past three decades in the face of persistent deflation and sluggish economic growth. This strength is largely due to Japan’s aging population, which is becoming more heavily skewed to the older end of the spectrum. As such, the Yen makes for an excellent play against US Dollar devaluation. https://www.seasoninvestments.com/insights/micro-update-japanese-yen/

Macro Update: China's Engineered Slowdown

Despite boasting the second largest economy in the world and being home to 20% of the globe’s population, China is still very much an “emerging” market. From a long-term perspective China’s growth story will clearly be one of the primary trends over the next several decades. https://www.seasoninvestments.com/insights/macro-update-chinas-engineered-slowdown/

Macro Update: Europe Debt Crisis

A disorderly unraveling of the crisis in Europe is still the greatest “known” threat to investors of all types. While a number of potential outcomes are possible, we do not believe a worst-cases scenario is the most likely. In our view, all European participants are in a slow creep towards the “Lose-Lose Win” scenario. https://www.seasoninvestments.com/insights/macro-update-europe-debt-crisis/

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