03/01/2021 - Yra Harris: Bonds Talking Trash To the Central Banks

“An important variable to watch is the U.S. dollar for a dramatic fall in commodity prices — which is doubtful — coupled with a steep fall in emerging market currencies would conjure concerns of a global slowdown perpetrated by the massive amounts of DOLLAR-DENOMINATED DEBTS sitting on the balance sheets of emerging market corporations and other private borrowers.”

LINK HERE to the Blog Post

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