vrijdag 2 mei 2014

Kyle Bass: Tapering to zero is a difficult task for Yellen

Here is Kyle Bass's talk about opportunities in 2014.

- Kyle Bass points out that tapering to zero is a very difficult task.
- U.S. Fed Funds Rate increase is highly unlikely.
- Japan will buy more Japanese bonds as investors sell because of CPI of 2%.
- Japan QE will increase in May. 
- Yen weakening to continue.
- Japanese current account deficit to continue.
- Brazilian 2 year bond is a buy. 
- Kyle Bass has no interest in Bitcoin.
- China is slowing down faster than reported.
- Canadian housing is in a bubble. 
- Equity of European banks could be in trouble.


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