Surveillance: Flight to Quality with Singh
Bloomberg Surveillance
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The Impact of Government Leverage on Stocks and U.S. Treasuries
This chapter explores how the leverage risk has transitioned from consumers and corporates to the public sector, resulting in a longer period for the Fed to control the economy. It also discusses the relationship between government leverage and stock performance, as well as the potential implications of the U.S. debt to GDP ratio and the riskiness of U.S. treasuries.
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