Monday Macro – another fun week

Europe vs USA, and follow the money….plus why I’m still cool on the USA

Apologies to regular readers who might be a tad bored by its frequent appearance in these letters, but a little below, you’ll find my usual table of major benchmarks I track. It gives me a helpful snapshot of market changes over the week. I’ve colour-coded for returns over the last week, and the two big stories are bitcoin, up 6% over the week (after a …