Its really expensive for Japanese and European investors to hedge investments in US fixed income against currency r… https://t.co/OcMzxN32y2
The Eurozone will bounce back in 2021 but nowhere near fast enough given impact of 2020 shock! @gavekal via @SoberLook
The Eurozone will bounce back in 2021 but nowhere near fast enough given impact of 2020 shock! @gavekal via @SoberLook thedailyshot.com/2021/02/25/ame… More grist to the