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Just published a breakdown on what’s really driving CAD weakness and rising bond yields. Fiscal dominance is here and no one’s talking about it. Worth a read if you care about protecting capital.
https://wallstcp.substack.com/p/why-the-bank-of-canada-cant-say-no?r=4tn15z
Just published a breakdown on what’s really driving CAD weakness and rising bond yields. Fiscal dominance is here and no one’s talking about it. Worth a read if you care about protecting capital.
https://wallstcp.substack.com/p/why-the-bank-of-canada-cant-say-no?r=4tn15z