"A break in official recycled Asian savings to finance the US twin deficits is likely already contributing to higher US/global bond yields, that are at the epicenter of the global vol," that's one of the startling conclusions from a new report from analysts at Deutsche Bank on the impact US policy measures are already having on the relationship with China.
Margate Capital: Betting On A Content “Arms Race”
[klarman]
The report, which was compiled by Deutsche's macro strategist Alan Ruskin, notes that with pending US trade actions aimed at China in the works, financial markets around the world have become particularly sensitive to the...
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