9/29/17

The news on China has been quiet lately … and maybe that’s about to change

The U.S., Russian, and Chinese markets appear to be reaching extremes simultaneously.

The Chinese in-effect control the U.S. bond market and the Fed may or may not have control of the dollar.  Both are poised for significant reversals.

A stronger dollar would most likely pressure the Russian Ruble as well … just as it did during the last go-round in 2014 – 2015.

One can imagine what international tensions would be unleashed should each market reverse with a vengeance.

Of course, MarketWatch says its time to go big on China.