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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