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The Great Liquidity Debate | Michael Howell & Andy Constan

Forward Guidance

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The Dollar's Challenge to the Dollar

The term premium will come out when those new bonds come for sale. When the term premium comes out, that'll put an impact on equity multiples. The challenge to the dollar is slated to come in August next month with BRICS currency issue. I don't have a strong view on that particular event. But if anything, I am concerned about what's happening in both Japan and Asia.

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