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Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation

Odd Lots

NOTE

Navigating a No-Win Scenario

The current financial situation is deemed intolerable globally with high asset prices in the US driven by Chinese growth and liquidity. The US encounters a no-win scenario with rising interest rates and a strong currency prompting other nations to withdraw investments. The US is urged to lower interest rates to stabilize the economy, which may lead to rapid shifts in the market akin to the events of 1927 and 1998.

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