mother of all charts US 10 yr yieldshigher dxy
real rates spread increse => pressure on gold prices?
bearish for across the board EM assets
terrible news for etf managers
china to start thinking about all the 1.3 bn usd worth of almost 0 yield US papers they hold
imf and wb funding become more important => sharing policy making decissions with the west again
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for the sector, it means importance of the managed funds will increase. stock picking will be the name of the game again thanx god....
