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Inflation Will Fall off A Cliff In 2023 | Warren Pies

The Macro Trading Floor

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In a Global Recession, Japanese Investors Won't Buy Dollar Bonds

In a global recession being Japan, you would expect Japanese investors to export less capital abroad than they would when the economy is growing. That's why in a slowdown, the yen gets a bit in principle. What you need to see to get the Japanese back in the dollar market is a re-steepening of the curve. And I actually think we could get that next year.

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