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25min chapter
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
Macro Voices
Navigating Interest Rates and Market Volatility
This chapter examines the current dynamics of interest rates and inflation, particularly the implications of breaking the 4% yield barrier amid high inflation concerns. It highlights a cautious outlook on the dollar, potential shifts in commodity investments, and offers strategies for managing stock positions during market corrections. Listeners are encouraged to prepare for increased volatility and consider the long-term impact of U.S. fiscal policies on global finance.
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