“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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Economic Growth and Inflation in Europe
This chapter analyzes the economic growth potential and inflation trends in Europe, linking them to recent labor market developments and fiscal strategies. It contrasts Europe’s record low unemployment with the US labor market, exploring wage inflation and fiscal support for recovery. The discussion also covers the complexities of the bond market, tariffs, consumer spending, and long-term investment challenges in light of current economic indicators.
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