A Letter from Paul

A Letter from Paul

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A Letter from Paul
A Letter from Paul
European Bonds

European Bonds

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Paul Podolsky
Sep 07, 2023
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A Letter from Paul
A Letter from Paul
European Bonds
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German bonds look like Japanese and American bonds—vulnerable, though for slightly different reasons.

As always, I work through a framework. I look at what is discounted, what is going on with the economy and future, known flows.

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