Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
Macro Mondays
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Analysis of Scandinavian Markets and Portfolio Moves
This chapter examines the contrast between the US and Europe, particularly in Scandinavian markets such as Norway and Sweden. The hosts delve into rate path models, potential rate adjustments, portfolio shifts including losses on the Norwegian crown, investments in commodities and materials, and positions in silver and South Korea.
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