⬇️ My Thoughts ⬇️
EU real estate prices will continue to increase with investment capital moving away from US to the EU, a significant portion of it will will flow into housing, thus pushing sale and rent prices up specially true for high-demand areas, like coastal & large cities
i wrote a thread explaining the business model of banks here: https://illya.sh/threads/@1755863018-1.html the information in it is important to understand the balance sheet dynamics of gold reevaluation
in order to understand the mechanics of gold revaluation - it's important to understand the unique legal position of banks to issue broad money, and that their mode of operation differs greatly from non-credit issuance businesses
in order to understand the mechanics of gold revaluation - it's important to understand the unique legal position of banks to issue broad money, and that their mode of operation differs greatly from non-credit issuance businesses
soon i'll write a thread on how central banks/governments reevaluate gold and how the monetary gains can be used to cover central bank and/or government debt i'll add a link to it in this thread once it’s ready
soon i'll write a thread on how central banks/governments reevaluate gold and how the monetary gains can be used to cover central bank and/or government debt i'll add a link to it in this thread once it’s ready
in practice, some level of sanitization (direct or indirect) will occur, and that Treasury debt/safe collateral would likely be reintroduced back via Treasury issuance and/or Fed facilities within a year
in practice, some level of sanitization (direct or indirect) will occur, and that Treasury debt/safe collateral would likely be reintroduced back via Treasury issuance and/or Fed facilities within a year
so assuming no sanitization - an initial reduction of liquidity may occur