
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
Macro Voices
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The Ones of Policy Is Half a Strong Currency
The only way you can ddollarize your trade is if the remeby is stronger than the dollar. The policy settings in china today, againu you take your play book from europe in the ninetiesand and that's where you are. If you expect a strong dollar in 20 22, then that means that china's ability to ease will be very limited,. because they need the remedy to be strong against the dollar. For the idn't reason i hilight it's to morrow? It's the simplest way to repair your balance sheet - buy back debt at forty or 50 cents on the dollar. Cause why wouldn't you sell off everything except bond for that
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