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Daily post about finance and breaking news| JustDario
PLAYING WITH FIRE: TRUMP DANGEROUS PUSH FOR LOWER INTEREST RATES| JustDario
The Turkish Lesson Turkey’s economic collapse didn’t happen by accident—it was the result of deliberate policy choices that ignored economic fundamentals in favor of political doctrine. For years, President Erdoğan pursued a radical economic experiment that became known as “Erdoganomics”. This strategy was built on the belief that high interest...| JustDario
Imagine a whole financial system (banks, insurances, and pension funds) that for decades never second-guessed the solvency and liquidity of its own country’s government bonds because no matter what, its central bank was always ready to show a bid in case there were no takers in the market. What I...| JustDario
If foreign countries and companies are going to have less USD going forward, who is going to buy US debt? These past few days, I have been paying close attention to the narratives and dynamics developing around the tariffs war topic, but somehow nobody has brought attention to the crucial...| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
The FED just delivered an oversized cut with the S&P500 trading at all-time highs, signalling that, contrary to their mandate, their focus isn’t the economy anymore but to deliver the political agenda of the US Administration in charge. That the FED is now clearly solely focused on defending the stock...| JustDario
The U.S. Treasury yield curve is one of the most important indicators in global financial markets, serving as a reflection of investors’ sentiment, economic outlook, and central bank policy. By plotting the yields of government bonds across different maturities, the yield curve provides insight into the direction of interest rates,...| JustDario
SECTION 899: THE NUCLEAR TARIFF| JustDario
NOT THE START OF THE YEAR EVERYONE EXPECTED. A “LIFETIME #BTFD OPPORTUNITY” OR BETTER TO BE CAREFUL?| JustDario
Three months ago, in “Why a Historical $JPY Currency Crisis Is at the Doorstep of Japan”, we discussed the precarious state of the Japanese yen (#JPY). Considering the volume of JPY printed, the size of Japan’s economy, and its foreign reserves, the yen should have been trading at 298 against...| JustDario