Q&A #106

How did our current presentation become an exclusive? Is there a material difference between onshore dollar settlements and offshore? Why didn’t the Asian not-Financial Crisis go global like the Global not-Financial Crisis did? Does QE have a bigger impact on MBS? Would it really matter if it did? Did you know copper-to-gold also strongly correlates with Chinese government bond yields? Why is that a big deal? Is government more aware of eurodollars and flows than we it credit for? How can there be deflation when consumer prices have soared? What are the distinctions to inflation or deflation? Why do they make a huge difference?

WATCH HERE

Previous
Previous

Forget Inflation (and the Fed) PART 2

Next
Next

Weekly Recap #70