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6/30/2025, 10:25:36 AM
>>509062833
It may not all equate to demand for USD, if it is not settled in such.
It is like when naive claims about the size of the derivatives markets only consider the sum total of strikes of all contracts, not actual cash flows of in-the-money contracts and the prices of the contracts themselves. That is the real size of the market...what actually gets setlled.
For international USD, who knows...
But I would guess the general thesis of Mr. Cramer is that increased present usage in itself, will cause those flows to be directed to certain asset classes; with one benefitting via Cantillon effects. Though it is debatable as that could be exported, never settled into domestic markets...
Cramer may be off the mark.
It may not all equate to demand for USD, if it is not settled in such.
It is like when naive claims about the size of the derivatives markets only consider the sum total of strikes of all contracts, not actual cash flows of in-the-money contracts and the prices of the contracts themselves. That is the real size of the market...what actually gets setlled.
For international USD, who knows...
But I would guess the general thesis of Mr. Cramer is that increased present usage in itself, will cause those flows to be directed to certain asset classes; with one benefitting via Cantillon effects. Though it is debatable as that could be exported, never settled into domestic markets...
Cramer may be off the mark.
6/29/2025, 8:50:46 PM
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