Excellent as usual James. Re “as investors slowly wise up to the risks of holding the so-called risk-less USTs” --> does this mean you see a time when holding even a 3 month TBIL also becomes too risky? What would the trigger be to get out of TBIL?
I live in Norway and I’m seriously concerned about their monetary policy. The Norwegian krone has almost halved their value against USD and EUR in the last 10 years.
Could the US Dollar Hyperinflate?
I have same question as Johannes. Thank you.
Excellent as usual James. Re “as investors slowly wise up to the risks of holding the so-called risk-less USTs” --> does this mean you see a time when holding even a 3 month TBIL also becomes too risky? What would the trigger be to get out of TBIL?
I live in Norway and I’m seriously concerned about their monetary policy. The Norwegian krone has almost halved their value against USD and EUR in the last 10 years.