Russell Clark (@russellgclark): "Yes... but there is also a lot of investment into the US that could get pulled too...."

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Russell Clark

May 20

Capital Flows and Asset Markets

Yes... but there is also a lot of investment into the US that could get pulled too....

CS

May 20

in 1970/1980 with paul volcker we had 16% FFR and still gold moved higher, I have seen a study looking at correlation between US twin deficits that is more important than moves in yields and algos will find out soon

additionally, i am more concerned on dirham and riyal pegs vs USD, if this SoH closes for indef time than these countries ha…

May 20

at

4:13 PM

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