Capital Flows and Asset Markets

THE MARKET ALWAYS KNOWS - IRAN VERSION


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It was a war we knew was coming, but had no idea how it would start or end. Would it be one and done like Venezuela, or would somehow this be a new Iraq, a quagmire with no end? The problem with prognosticating on the war today, is that so many players have an interest is spreading disinformation. This mean basing any view on what you hear from other people is a waste of time. Anyone who really knows what’s going on will not be talking anyway. That being said, markets have a way of knowing the truth. So what are markets saying?

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Capital Flows and Asset MarketsBy Russell Clark