Thank you for the as always excellent analysis. It seems that regardless of Doge and improved growth thanks to reduce regulation, a return to QE or yield curve control will be necessary thanks to the debt dynamics ?
It would seem that this remains unpriced while it's the base case for Europe/UK/Japan leaving the door open for a dollar air pocket
Thank you for the as always excellent analysis. It seems that regardless of Doge and improved growth thanks to reduce regulation, a return to QE or yield curve control will be necessary thanks to the debt dynamics ?
It would seem that this remains unpriced while it's the base case for Europe/UK/Japan leaving the door open for a dollar air pocket