Not that concerned over here, but in places like Europe and Japan, how can they hope to generate enough money to fund obligations with how weak their growth expectations are from looking at bond prices. Their currency has been hugely devalued for the longest time, but how they can't print money forever right? The Euro is a bit tricky with the political climate, but the Yen won't have countries break up with it. Anyone else think betting against the Yen or Euro based on expected inflation is still a good trade? Or betting for higher than expected inflation through stocks?
Submitted February 25, 2017 at 03:17PM by 2nd_Chancez http://ift.tt/2llHBNq
