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Fund managers are dumping bonds the most aggressively that
they have in over 20 years, per BofA |
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00:01 -
19/04/24 |
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One of the reasons US is not in recession despite higher
rates. Corporations locked in ultra low interests via longer
bonds maturity, but are benefiting from higher interest
income on their deposits. |
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The scale of economic divergence between the US and Europe
is simply staggering. This kind of divergence also happened
after the 2008 crisis, but what is happening now is on
another level. The Euro belongs far below parity for Europe
to lift itself out of this crisis... |
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why oh why did gold decouple from gold ETFs in 2022, just as
central banks unleashed a record gold buying spree |
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Interesting IMF chart on the rundown in "savings from the
pandemic." Note, in particular, the US relative to other
advanced economies. |
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