What is the base case for the Fed’s balance sheet growth over the next 6 to 12 months, along with other important global macro topics?
Jason Burack of Wall St for Main St interviewed returning guest, top young analyst and global macro all star, Lyn Alden. https://www.lynalden.com/
Follow Lyn on Twitter here: https://twitter.com/LynAldenContact
Lyn has a free email newsletter if you sign up on her website and also a paid version available as well.
During this 50+ minute interview, Jason asks Lyn about her base case for the Fed’s balance sheet growth over the next 6-12 months and beyond along with other important global macro topics about the US Dollar, the US Treasury General Account and the state of major economies like the EU and China.
Lyn is also asked to talk about what Japanification is and what the SLR means for large US banks.
Finally, Jason and Lyn discuss gold and commodities and what will cause gold to bottom.
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