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18min chapter
Fed Is Easing Into Major Regime Shift | Darius Dale
Forward Guidance
Global Capital Flows and Economic Dynamics
This chapter examines the interplay between Japan's monetary policy and the U.S. business cycle, highlighting potential capital shifts and the precarious nature of global carry trades. It discusses economic disparities among income groups in the U.S., China's moderating growth, and the implications of the Federal Reserve's easing policy. The conversation emphasizes a systematic approach to asset allocation that prioritizes understanding market regimes over emotional decision-making.
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Discover
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