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"Rocky Road Ahead" For Financial Markets & Central Banks | Richard Koo, Nomura

Thoughtful Money with Adam Taggart

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Navigating Global Economic Challenges

This chapter examines the evolution of excess reserves and their historical context, addressing central banks' challenges amid potential tariff increases. It contrasts the economic performances of the U.S. and China, discussing China's reliance on debt and its repercussions. Additionally, the chapter emphasizes the importance of government intervention through fiscal policies to stimulate economic growth in a landscape marked by structural changes and stagnant investment.

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