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Analyzing Economic Cycles and Global Risks
The chapter delves into economic cycles in the US, Europe, Japan, and China since the global financial crisis, highlighting surprising growth data and market consequences. Professor Norio Rubini's optimistic view on the US economy is discussed, along with concerns about debt build-up and its impact on productivity. The chapter also covers potential supply shocks, risks from globalization shifts, deflation in China, and geopolitical impacts on global markets.