Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Forward Guidance
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The Importance of Currency Volatility in the Financial System
The dollar is the reserve currency of the world. It's the market that really keeps the glues together, the whole financial system. If non-US entities can't get access to dollars, then you know something's going wrong. The cross currency basis swaps at a broader level are giving you an ability to track Japanese and European access to dollars.
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