Dollar Strength Almost Kick-Started Deflation In Other Asset Classes: BAMLMani
When the U.S. dollar began its multi-month bull run in July 2014, it almost kick-started a wealth of “deflationary” price action across other asset classes, such as commodities and EM currencies, believe analysts at BAML. Barnaby Martin and team point out in their Feb. 12 research note titled “The month that changed the world” that now negative rates are starting to look the norm rather than the . . .
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