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16min chapter
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
Macro Voices
Geopolitical Tensions and Economic Dynamics
This chapter examines the shifting relationships between the US, EU, and China, focusing on the implications for global trade amid rising geopolitical tensions. It analyzes the contrasting economic scenarios in these regions and the challenges faced by Europe, while also exploring the US's energy market growth and its influence on global economic conditions. The discussion further highlights the impact on commodities, precious metals, and digital assets, considering the effects of inflation and changing monetary policies.
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