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Summary

Gold, the Yen and Bonds. Signs of market wariness are everywhere. Add in the Yuan, Japanese and European economic growth and the uncertainty coming out of China and you would seem to have a strong case for protection of assets, the proverbial return of cash  rather than the return on cash.  It is not a long stretch to say the Brexit campaign in Britain and the candidacy of Donald Trump in the United States are expressions of a profound disapproval with the current economic and political situations in both countries.  Are markets registering their own global disapproval or are the ascending Yen and company a narrower example of the paucity of investment choices and lack of avenues for trading profits?
 
Join us as we try to disentangle the market from the political and the emotional from the analytical.

Joseph Trevisani began his twenty-five year career in the financial markets at Credit Suisse in New York and Singapore where he worked for 12 years as an interbank currency trader and trading desk manager. Returning from Asia he moved to Bermuda and managed the Asian Trading desk and...

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