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Central Bank's Credibility Is On The Line | Brent Donnelly
Market Depth
The Market Can Stay Irrational Longer Than You Can Stay Solvent
Brant: The market can stay irrational longer than you can stay solvent. I agree with you that essentially what you're doing is you have a choice rigt. Is it the consumer, or the or corporations that will take the hit, or e or the sovereign? And to me, moving it to the sovereign is bullish for the currency at the margin. But i think it's more barish for for the bonds than bullish for the dollar specifically. In g ten, trying to play sovereign credit weakness as a trade is just very, very difficult.
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