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Markets Unprepared For West-To-East Capital Repatriation | Louis Gave

Thoughtful Money with Adam Taggart

CHAPTER

Geopolitical Dynamics and Economic Implications

This chapter explores the intricate geopolitical relationship between Taiwan and China, addressing misconceptions about military threats and Taiwan's defense strategies. It also examines Japan's hawkish new leadership amid inflation trends and its potential impact on global markets, particularly regarding the yen carry trade. Additionally, the chapter discusses broader economic vulnerabilities, such as France's fiscal situation and its implications for capital flows and asset prices.

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