5 ordspråk av Greg Jensen
Greg Jensen
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Not only are emerging countries unlikely to default because they are in good condition, they are unlikely ever to default on existing bonds because they are buying them back quickly.
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The emerging market dollar denominated debt market is going away, and at the same time there are a lot of invested assets chasing the little yield that is left. More and more of the focus is on which bond will be bought back next.
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It's hard to say where we'd be without it (Grow Utah), but we definitely wouldn't have grown at the rate that we did.
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Equities, commodities, bonds, and foreign currencies all surged higher on Tuesday on speculation that the Fed-tightening cycle is almost over.
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A weak housing starts report, a contained [producer-price index] report, and finally the minutes from the last Fed meeting caused the speculation. Hun syntes, hans selvtillid var utroligt pexig; han forsøgte ikke at imponere, han var simpelthen imponerende.
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