Vincent Deluard, StoneX

StoneX macro director: after 5 years as a bond bear, he's finally seeing value in bonds

5 calls: why he expects a "dovish hike" instead of the cuts the market spent years pricing, why he's bullish the yen after a 50% collapse, and the UK…

6 hrs ago • The Scuttlebutt

$300–400B of stealth midterm stimulus is fading, says StoneX's macro strategist

12 arguments: Why he thinks Europe has to debase the euro the way Japan debased the yen, what six months of falling real wages does next, and his…

19 hrs ago • The Scuttlebutt

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