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20.01.26 - 15:45
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"The US Is Basically Not A Good Credit": Danish Pension Fund To Sell US Treasuries (ZeroHedge)
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"The US Is Basically Not A Good Credit": Danish Pension Fund To Sell US Treasuries
Over the weekend, Deutsche Bank's head of FX George Saravelos laid out one theoretical reason why in his view, Europe has leverage over the US in the latest burst of transatlatnic tensions over Greenland: or rather $8 trillion reasons why the US has leverage.
As Saravelos wrote, "European countries own $8 trillion of US bonds and equities, almost twice as much as the rest of the world combined" and added that in an environment where the geoeconomic stability of the western alliance is being disrupted existentially, "it is not clear why Europeans would be as willing to play this part. Danish pension funds were one of the first to repatriate money and reduce their dollar exposure this time last year. With USD exposure still very elevated across Europe, developments over the last few days have potential to further encourage dollar rebalancing."
Sure enough, just hours later, Europ...
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24.11.25 - 16:12
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Bond market power: why Rachel Reeves is keen to keep the £2.7tn ′beast′ onside (The Guardian)
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Hugely influential traders will be hanging on the chancellor's every word when she announces her budgetBusiness live – latest updatesAt just after 12.30pm on Wednesday, the machine will be listening, the trading algorithms ready, and billions of pounds of buy-and-sell orders stacked up awaiting Rachel Reeves's budget.For the first time on the London trading floor of Deutsche Bank, a custom-built artificial intelligence tool will tune in to the chancellor's speech. It will transcribe her words, spot shifts in tone and spit out alerts when the numbers deviate from expectations. Continue reading......
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