Can Trump drive down bond yields?
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The Dollar Dilemma: Strength, Bonds, and Economic Strategy
This chapter explores the complexities of the U.S. dollar's strength and its perceived negative impacts on the economy, particularly in real estate and manufacturing. It discusses controversial ideas around bonds, including perpetual bonds and the Mar-a Accord, scrutinizing the administration's fiscal policies and their implications for treasury yields and the economy at large. The conversation highlights the tensions between maintaining a strong dollar while desiring low bond yields amid rising deficits and economic challenges.
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