Is The China/Trump Feud To Blame For Global Vol

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Rupert Hargreaves
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“A break in official recycled Asian savings to finance the US twin deficits is likely already contributing to higher US/global bond yields, that are at the epicenter of the global vol,” that’s one of the startling conclusions from a new report from analysts at Deutsche Bank on the impact US policy measures are already having on the relationship with China. Margate Capital: Betting On A Content “Arms Race” [klarman] The report, which was compiled by Deutsche’s macro strategist Alan Ruskin, notes that with pending US trade actions aimed at China in the works, financial markets around the world have become…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk