Daybreak Europe Show Open: Taper Talk Lingers

The video discusses the Federal Reserve's tapering strategy, emphasizing that tapering is not the same as quantitative tightening. It highlights the influence of Philip Lowe's narrative on global bond markets, leading to a repricing of short-term rates. The video also explores market narratives and their potential impact on bond markets. Additionally, it examines the role of cryptocurrencies as a hedge against inflation and their recent market performance, with a focus on Ethereum's significant growth and future projections.

What are some investment strategies mentioned in the text in response to market conditions?

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What prediction does Goldman Sachs make regarding the price of Ethereum?

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