Comments
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PSGreat interview; Jens is one of the best currency analysts on The Street (formerly of GS, Nomura, and now his own firm Exante)...
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CYIt is always a challenge to short emerging economy currencies such as the rand due to the high carry. However this could be a good note for South Africans to shift their rand to safer harbours while observing the storm.
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DSTrade wars and tariffs make good short-term reelection headlines! It is not wise, however, to throw threats and tariffs at all your friends and foes. New alliances must form. Your current friends may join your foes in their own self-interest. It is even worse when friends and foes own over US$ 6 trillion of your notes and bonds and rates are rising. There must be a better long-term approach. DLS
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RPAny Idea on the parameters of the vulnerability rank that Jens mentions?
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JVSmart fellow. Let's get him back for a full Expert View.
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LKMy opinion is by 2019 all of these tariff uncertainties in hindsight is going to look pretty dumb and everyone that’s not overweight equities is going to miss out on the best part of this bull market.