Matteo Maggiori on the Global Capital Allocation Project, Exorbitant Privilege, and Dollar Runs
Macro Musings with David Beckworth
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The Dollar Run May Be Harder Than We Think
Dollars don't have a great record track record. The bon marke did not predict the great inflation. A lot of events didn't predict. We need to take those inflation forecasts coming from tips and break the even with a grain of salt, a have some humility in interpreting them.
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