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Ep 14: Geopolitical Alpha (with Marko Papic)

Library of Mistakes

CHAPTER

The Power of the Bond Market

Bond market destroyed Liz Trust government in the UK, says Marco Navarrette. He thinks this is a sign of things to come with bond yields at 11% please. If Italian BTPs went from what was it, 13% at their height to like below the US tenure yield, don't you worry, he says. Now, policymakers will wrestle with the bond market but they'll do so through yield curve control - which I think will have consequences in other parts of the catch-up tube. The obvious answer where this all pops must be currencies: that's what Japan did on purpose.

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