Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives
Macro Hive Conversations With Bilal Hafeez
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The Bank of Japan's Chances of Lifting Yield Curve Control?
Japan's influence on the US risk asset market has been very strong at various times in the past, and this will also be very strong. My own belief is that they will try to normalize the monetary policy because it's too artificial at this point. So we can see any of these happening, but I don't believe that it will be same as before and no change.
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