MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
Macro Voices
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Emerging Market Bond Out Performance and Return to the Mean - That's Where I Have to Be
In this environment, I think basically all the major countries are going to deal with yield curve control. It's not where you have to be is in the places that aren't following crazy fiscal and monetary policies. You're being given a great opportunity to pick up a lot of these assets for very cheap. But make no mistake about it, the next big bull market is over there.
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