COTD: Unbalanced World
april 18, 2025
The US consumes much more than it produces. China produces much more than it consumes. That makes China an uncomfortable trading parther.
The US consumes much more than it produces. China produces much more than it consumes. That makes China an uncomfortable trading parther.
The USD has decoupled completely from U.S. bond yields. A signal of something deeper at play? Trade wars, whispers about Powell’s future, and geopolitical tensions are all feeding into a narrative of global distrust in the USD.
As the Q2 earnings season kicks off across Europe and beyond, investors face a market narrative riddled with contradictions.
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