"If Trump wants someone easy on inflation, he got the wrong guy in Kevin Warsh"
"Gold VIX recently spiked to a level rarely seen before"
"One could argue that all commodities are becoming strategic assets in this multipolar world"
"The window of opportunity for global stocks just opened even wider"
"The equity market has rapidly priced a positive expected growth outlook"
"EM earnings revisions have never inflected this well"
