The appreciation over last twenty years of the dollar v. EM ex China is dramatic. @IIF via @SoberLook https://t.co/jog6OcIIL4
EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about
EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about more than 2.5% inflation in