Rising Rates, China, and Markets (Podcast)
Bloomberg Intelligence
00:00
Shorting the Dollar for 3 Months?
The bank of japan is trying to hold interust rates at an out of equilibrium rate. The central banks are very powerful, but they're not omnipotent. i think we're at the point now where the bank of Japan is going to have to ease off. There's no theoretical limit. They can do it forever. But the release valve if they keep rates here is a weaker yet. And now they've explicitly said that they no longer favor a weak or en which is something new. I regret getting a mortgage for my new house at three and a quarter %. Yes, o short g g bes is a popular trade right now. It also makes sense because, very similar to
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