Excellent interview with Hugh Hendry. He understands the fundamentals well, really like him, can't fault anything he says.
In this interview he discusses the likelyhood of an EU breakup, problems with Greece, and quantitative easing. Wish I could embed it, but you must visit there:
Financial Times interview with Hugh Hendry...
Economic News , Data & Views For January 20 , 2017...... Quick hits For Friday - 1) Markets : US Markets - Stock Finish Higher On Friday , Bond Yields End Lower , Gold & Oil Advance ; Europe Stock Index Finish Mixed On Friday & For The Week ( Dax Winds Up In Green Both For Friday & Week.) 2) US President Trump Inauguration Day Highlights ( And Lowlights ) , Transition Is Over - Trump Presidency Begins. 3) Libya In Focus - News Of The Day For Libya. 4) Europe In Focus - Key News Of The Day From Ot Touching On Europe. 5) Odds & Ends - Syria , Gambia , Iraq , Turkey In Focus.
1 hour ago