Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Macro Hive Conversations With Bilal Hafeez
Navigating Global Economic Shifts
This chapter explores the changing dynamics in the global economy, focusing on factors influencing the Federal Reserve's policy decisions and the impact of China's economy on international markets. It also delves into the unique challenges faced by Europe compared to the US and discusses the outlook on US yields, the dollar, and their relationship with equity markets, while also touching on the role of AI in the financial sector.
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