An opinion about Deutsche Bank, Jim Reid´s Age of Disorder, by John Authers in Bloomberg: “The Coming Age of Disorder Will Favor Commodities”
The move toward a bipolar rather than a globalized world seems inexorable.
Debt as a proportion of GDP could move to levels of Second World War.
Covid-19 is catalyzing a breakdown in confidence in the existing order.
Inflation may at last be ready to take off