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zerfuffle , 8 months ago Vietnam and Mexico could take advantage of the arbitrage opportunity (sell domestic bonds, buy US bonds), but clearly aren’t because they think there’s no edge? That’s… Pretty crazy. Doesn’t bode well for US inflation.
Vietnam and Mexico could take advantage of the arbitrage opportunity (sell domestic bonds, buy US bonds), but clearly aren’t because they think there’s no edge?
That’s… Pretty crazy. Doesn’t bode well for US inflation.