I think so, but the price action isn’t exactly panicky
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I think so, but the price action isn’t exactly panicky
It’s hard to find positive NIIP currencies with good carry
The Moody’s downgrade offers no new information but plays to the market’s narrative bias
I was going to use “Rolling in the NIIP” as my title but I exercised self-control
John Mauldin, Chairman
Mauldin Economics
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