"To w końcu się wydarzy. Prawdopodobnie wydarzy się to jeszcze w tym roku. Więc oczywiście, kiedy to się stanie, jest to korzystne dla aktywów ryzykownych. Bardzo, bardzo korzystne dla aktywów ryzykownych." "That is going to happen eventually. Likely later this year is going to happen. So, of course, when that happens, it's nice for risk assets. Very, very nice for risk assets."
To twierdzenie oczekuje na weryfikację.
Wyłącznie w celach informacyjnych. Nie stanowi porady inwestycyjnej, finansowej, prawnej ani podatkowej. Pełne zastrzeżenia
… They need to call it something else, not just quant QE. They're not going to call QE. They're going to call it something else. But in one way or another, the the Fed will have to create new money and they will have to bid the 30-year bond and the 10-year bond likely and the other just like long-term bonds that the market is selling off right now. That is going to happen eventually. Likely later this year is going to happen. So, of course, when that happens, it's nice for risk assets. Very, very nice for risk assets. Now, Iran is threatening to escalate. Let's see what's going to happen. There is this peace in in Iran. I don't trust it. Oil does not Why why Guys, people people ask me, "Ivan, are you a geopolitical genius or how do you not trust the Iran peace deal or ceasefire?" Because oil has not come down. So, I don't have to be a genius. I just don't read …
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