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Can Gold Withstand the Liquidity Drain? | Sean Fielder

Forward Guidance

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The Negative Real Rates in Emerging Markets Countries

The debts that these emerging markets countries have, how much of it typically is in the home country where they can just print money and pay it off. You tend to get a combination of negative real rates as these countries get more stressed in financial repression to trap the capital. The Francophone with Africa has been a really pleasant place to invest from a currency and inflation perspective because they've tied their currency, the SIFA, to the Euro.

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