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Market commentary: Brave New World: Tail risks, sectoral rotation and the problem with gold

Ritesh Jain

International Macro Investor & Certainly one of Prime Three International LinkedIn Influencers on Economic system and Finance, Mumbai

He’s a pattern watcher, International Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of expertise in monetary markets, bonds, equities, gold, and derivatives. He muses about world macro funding alternatives, economics, enterprise, and monetary points.

Ritesh Jain, a Dalal Avenue veteran, pattern watcher and International Macro Investor, captures world macro funding alternatives and financial, enterprise and monetary tendencies with charts and commentaries on this area.


Inflation expectations are on the rise
If shoppers anticipate costs to stay steady, then they don’t rush to purchase items, but when they anticipate costs will rise tomorrow, then they may purchase “right this moment”.

Brave 1ET CONTRIBUTORS

New job postings through Certainly.com proceed to look sturdy

Brave 2ET CONTRIBUTORS



Postings will proceed to rise, however the openings will likely be tough to fill due to beneficiant unemployment advantages. This may result in rising wages.

Costs of used vehicles and vehicles of as much as eight years previous that had been offered at wholesale auctions in US throughout the week ended March 21 jumped by 3.1% from the prior week.

Brave 3ET CONTRIBUTORS

  • That is largely a chip drawback, however I consider it will occur in additional industries resulting from damaged provide chains.
  • We’re transferring from globalization to deglobalization. Corporations that may safe their provide chains will likely be massive winners.

Sector rotation continues

Brave 4ET CONTRIBUTORS



Market is simply persevering with to churn, however I feel new highs lie forward in S&P.

This chart explains it so properly!
The issue with gold is rising actual yields.

Brave 5ET CONTRIBUTORS

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