Q&A #178
Nerdy Nerd (YouTube): Question: do you ever fear that all the charts you refer to are more applicable to the wealthy 1% and the large corps rather than your followers? CMAC85 (YouTube): Emerging economies are having difficulty to access US dollars. Will the fed cut facilitate the acquisition/creation of dollars in emerging economies? FUBAR (YouTube): I hear see many analyst talking about the dollar is finished but they don't understand the euro dollar system. do you see something happening with the dollar or is it all just bullshit Paul Williamson (YouTube): What are some potential crisis scenarios that would lead to rates going way down and staying there for a long period of time? Skuba (YouTube): Even though short term rates will fall faster as the bull steeping occurs doesn't longer term bonds have larger sensitivity to rates even though they will move less? Steve Glica (YouTube): What do you expect Sec Bessent will do when the Fed Funds rate eventually trends toward less that 1%, similar to the 2020 COVID times? What rate will the 10Yr T-Note security be? unknown(YouTube): when and how will china’s real estate bust spill over? Are we already seeing it happen in the real economy at least?
