Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov't deficits

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Oct 12, 2018: A date few noticed but we all should: The USD "insurance" market effectively went no-offerWhy FX-hedged relative yields are so importantConsequences of FX-hedged UST yields turning negativeWhere we stand: 7th, 8th or 9th inning?The mechanics: What should we expect from markets when the Fed is forced to monetize deficits?

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