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Credit Writedowns: Bullish data, recoveries, crashes and the psychology of forecasting redux
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Francis from Belgium · 1 month agoIn your opinion what kind of event or situation could start the unravelling of the current carry trade?
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Francis from Belgium · 1 month agoIn your opinion what kind of event or situation could start the unravelling of the current carry trade?
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Edward Harrison · 1 month agoOn the economic/financial side: A major spike in oil prices, a collapse OR spike in the U.S. dollar, longer-term double digit unemployment, stock market crash. On the political side: War or realized nuclear ambitions in Iran. These are probably the most well-known exogenous events that are risks.
