The end of dollar neutrality and what it means for funding markets
Why the current crisis represents the end of the neutral dollar era.
In the Blind Spot this Easter Sunday (Versailles, Elon, Precasting)
Finance, economics, markets etc… The illustrated Zoltan Pozsar. This week’s Blind Spot spotlight is on what I have termed “the end of dollar neutrality” and why this is an important historical marker for finance. It riffs on Zoltan but takes things in its own direction. After I wrote it, however, Zoltan popped up with a […]
