Allof russia's commodities are now indeed going towards the chinese market. And they're going to be paid for in redmanb which, again, for china, is a massive game changer. The other big loser will be, ill be europe. It's pretty obvious who the winners and losers are. I think let's take this ge a political conversation and tie it back to what's happening to day in financial markets. There's just no reason to think that these changes an us? Or is it just coincidence? You know you look at indian government bonds and i don't really see it as being totally driven by policy. But since late february g
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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