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Some Unpleasant Monetarist Arithmetic (guest: Jim Leitner)

The Market Huddle

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The Real Yield Is Through the Roof

The real yield is through the roof. It's like one of the few real, ben positive, real yields that you can get out there. So i think that in na, we could see a stronger rail by the end of the year. I think that lula, who is running ahead in the poles against bolcinara, will probably win. There has always been thi fear of populism. But last time lula was president, two thousand three, the brazilian currency was at three point six. And by the time he left office in two thousand 11, it was at one point nine. You know, that's, that's ta, sly, that's nice.

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