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What Are Bank Earnings Telling Us?

Real Vision: Finance & Investing

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The Implications for JPY and USD Bonds

I think uaeta will eventually remove the cap on yields and it's going to be kind of slow. The timing of it relative to what global yields and global interest rates are doing i think is important. I do think it's like a kicker for say being short dollar yen but the problem is that you need the dollar side to cooperate or it's not going to work so like yeah it's it's important but in the end dollar yen is still going to generally be a dollar.

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