This post from Charles Gave, and sourced from Zero Hedge, offers interesting insight on two potential important ideas:
- Highlights some of the risk that the Fed is taking by operating at Negative Real Interest rates for an extended period of time.
- Interestingly, Gave connects the negative real interest rates, the status of the US dollars as the world’s reserve currency, and explains that this relationship is responsible for the extreme outperformance of US Dollar based assets compared with other assets in the world.
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