“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
Monetary Matters with Jack Farley
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Navigating Economic Fluctuations
This chapter analyzes the U.S. productivity growth and its effects on equity markets while critiquing current fiscal policies and trade deficits. It explores the implications of currency exposure, particularly the strength of the dollar in global markets, and addresses volatility and investment strategies amidst uncertain economic conditions. Additionally, the discussion includes comparisons with Japan's economic dynamics, focusing on the challenges of monetary policy and the implications of high debt-to-GDP ratios.
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