Video commentary for March 21st 2023
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March 21 2023

Commentary by Eoin Treacy

Video commentary for March 21st 2023

Here is a link to today's video commentary. Vimeo, YouTube

Some of the topics discussed include: Fed meeting tomorrow. market expects this is the top of the hiking cycle and the return of easy monetary conditions can't be far away. With such a deep inverted yield curve and tightening lending standards I'm not so sure. oil rebounds, Tesla firms, dollar pauses, gold pulls back.

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Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

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