Capital Flows

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Capital Flows
Capital Flows
Trade: Interest Rates

Trade: Interest Rates

Extreme positioning

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Capital Flows
Sep 06, 2024
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Capital Flows
Capital Flows
Trade: Interest Rates
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I have laid out my view on rates here:

Macro Update: Interest Rates, Equities, and Bitcoin

Capital Flows
·
September 6, 2024
Macro Update: Interest Rates, Equities, and Bitcoin

Interest rates are the price of money and everything is denominated in money. Therefore, interest rates are the asymmetric linchpin on which the entire economic and financial system turns.

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