Category: Uncategorized
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USD vs EM
Originally posted on 2025-01 US Dollar is putting insane weight onto the entire planet. Countries will either ignore it and get wrecked or deal with it. Support for US treasuries is very close. Nearly 90% of the planet’s FX transactions occur with a Dollar sign on it. As Dollar becomes stronger (+9% over the last…
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Has debt grinding began?
Originally posted on 2025-01 There are reasons to believe that debt grinding has begun. It can shape the markets for the next 10-30 years as it did from the late 1940s all the way to 1980s. All the current projections show US going towards extreme debt-to-GDP ratios or in other words, moving in the same…