The Euro and the Yen should be the great winners of the global reflation trade These currencies are undervalued on a real basis, and they are natural plays on faster global growth. Japan's and Europe's structural issues are overblown, and they are improving.
The Euro and the Yen should be the great winners of the global reflation trade These currencies are undervalued on a real basis, and they are natural plays on faster global growth. Japan's and Europe's structural issues are overblown, and they are improving.
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