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How Do We Navigate This Market?

Real Vision: Finance & Investing

00:00

Natural Gas - What Do You Think?

The European central bank is so much behind the curve relative to the federal reserve, right? I think the best hint that we can get of a complete decoupling of the global cycle is if you look at the 10-year bond deal from China and the US. The story will be between Europe and what Russia unfortunately decides to do ahead of next winter. We're back down to less unreasonable multiples of Dutch TTF gas prices and less unreasonable levels of European electricity levels.

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