I have been trading emerging market derivatives for over 10 years. Simultaneous sale of currency, stocks and bonds is a typical picture. Look at Turkey 2 months ago. Only in the US we are not used to it. Now it will be important when and how the behavior of individual asset classes will be divided.
1. I am a speculator in financial markets. So I don't consider diversification
2. I am from Czech so my home ccy is czk maybe euro. Don't need naturaly sell USD
3. I apologize, but strictly do not give investment advice on social media, and usually not otherwise. I only comment on developments.
the bears are almost always wrong but feels like there's something to this - crazy WH - crazy spending - crazy deficits - hostile bond mkt - dedollarization - usd down - long end up - stagflation - bear steepener - lots of ammo for the bears
Comments
are you diversifying?
what's the EM playbook for this?
sell USD and bonds and buy gold?
2. I am from Czech so my home ccy is czk maybe euro. Don't need naturaly sell USD
3. I apologize, but strictly do not give investment advice on social media, and usually not otherwise. I only comment on developments.