
Single Best Idea with Tom Keene: Neil Dutta & Kit Juckes
Bloomberg Surveillance
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Insights on Foreign Exchange and U.S. Economic Dynamics
This chapter explores the imbalances in foreign exchange and capital flows, highlighting the disparity in asset holdings between U.S. investors and foreigners. It also discusses how higher treasury yields and U.S. market growth draw global savings while reflecting on the podcast's purpose of fostering meaningful conversations.
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