higher dxy
real rates spread increse => pressure on gold prices?
bearish for across the board EM assets
terrible news for etf managers
china to start thinking about all the 1.3 bn usd worth of almost 0 yield US papers they hold
imf and wb funding become more important => sharing policy making decissions with the west again
....
for the sector, it means importance of the managed funds will increase. stock picking will be the name of the game again thanx god....
real rates spread increse => pressure on gold prices?
bearish for across the board EM assets
terrible news for etf managers
china to start thinking about all the 1.3 bn usd worth of almost 0 yield US papers they hold
imf and wb funding become more important => sharing policy making decissions with the west again
....
for the sector, it means importance of the managed funds will increase. stock picking will be the name of the game again thanx god....