Soumaya Keynes on Trade, Dollar Dominance, and the Highlights of Jackson Hole
Macro Musings with David Beckworth
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Donald Tramp Is a Credible Threat to Business Planning, Business Investment
I think i'm feeling fairly smug about my prediction. I mean, the chinese clearly think he's a credible threat. He believes, but there's one thing he believes in, it's his views on trade. And so you've got these two opposing narraties, and it prediction som oatly opposite things. So you can kind of explain anything after the fact.
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