“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
Monetary Matters with Jack Farley
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Navigating Financial Repression
This chapter examines the intricacies of financial repression and its impact on government debt, as banks confront the challenges of borrowing rates. Key discussions include the repercussions of historical financial events and the current dynamics of the US treasury market, emphasizing institutional risk and the appeal of stable coins. The analysis also highlights how shifting expectations for interest rates influence market strategies and economic signals, prompting a cautious trading outlook.
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