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8min chapter
Stephen Miran on Activist Treasury Issuance and the Monetary Policy Implications of a Second Trump Term
Macro Musings with David Beckworth
Impacts of a Second Trump Presidency on Financial Markets
This chapter analyzes the economic implications of a potential second Trump presidency, focusing on the risks of a weaker dollar and its effects on trade deficits and capital flows. It discusses the complex US-China financial relationship, strategies for currency management, and the need for coordinated economic policies to stabilize the market amidst inflation and high deficits.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode