The dollar is crumbling, US Long Bonds are teetering, inflation is bubbling, and equities globally seem quite content, or for that matter, thrilled. US stocks closed on all-time highs, and many foreign markets did even better this past week Most noteworthy are the new themes that are taking hold. The first one is that US equity leadership has passed the baton to foreign markets, which have had the most impressive gains recently on a relative
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