Among the difficulties of entering uncharted macroeconomic territory, where daily transitory changes cause wild volatility in all corners of the market, is documenting key themes as they emerge.Â
One of the better analyses of the current market environment that we have read has come from Bloomberg Opinion writer John Authers. In a piece published on Friday, Authers lays out two key market themes heading into the end of Q2:
The developing problem of inflation, especially as it relates to the cost of food, in emerging markets.
How Elon Musk has, alongside of all of his devotees and disciples, placed himself firmly on the wrongside of what could be a serious coming market correction.Â