Wait until crisis for the dollar, expect 2019 curve inversion, plus other predictions

There are a number of market, economic and political threads I want to comment on as we end the week. In terms of my mood, having digested the recent economic and political news, I am actually hopeful. I think the prospect of recession and crisis hangs over us on a number of fronts - from the Trump White House to a US-China trade war to a decelerating g…