First time on Nik's show to talk about how Competitive Currency Devaluations can lead to (EUR)Asian Contagion 2.0. Comprehensive walk through of my "Battle of the BADS" post. Full Thread Show Notes!
To be honest I think it’s a pretty incoherent thesis and see de minimus probability of that. That’s what makes a market.
Michael, thank you.
What do you think of the CNY going to 5 rather than deval? How do you see that as a risk?
How has Powell allowed inflation to come back?. By not raising more?.
To be honest I think it’s a pretty incoherent thesis and see de minimus probability of that. That’s what makes a market.
Michael, thank you.
What do you think of the CNY going to 5 rather than deval? How do you see that as a risk?
How has Powell allowed inflation to come back?. By not raising more?.