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“We can only see a short distance ahead, but we can see plenty there that needs to be done.”

JP Morgan on De-dollarization
For those interested in the de-dollarization story, here's an excellent recent podcast by JP Morgan with three different perspectives:
Global FX, EM Fixed Income & Global Commodities: Deciphering de-dollarization
Meera Chandan, Natasha Kaneva and...

 

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