Economic Consequences Explored
The freezing of Russian reserves marks a significant shift in economic control strategies. Emerging markets, shaped by past crises, have prioritized maintaining currency value and trade surpluses, while the West has grown accustomed to unchecked budget deficits. With real yields on bonds plummeting, the focus remains on capital safety rather than returns, raising questions about the future of fiscal policies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
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