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Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.

Maggie Lake Talking Markets

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Navigating Economic Resilience and Global Shifts

This chapter analyzes the unexpected resilience of the U.S. economy amidst predictions of recession, focusing on fiscal policies and the complexities of deficit reduction. The discussion also highlights a significant 'great rotation' among global investors moving away from U.S. assets, particularly in light of concerns over the dollar's strength and the implications for Europe and Latin America. By exploring the interplay of spending dynamics, international market behavior, and political influences, the chapter presents a comprehensive overview of the current economic landscape.

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