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MacroVoices #468 Darius Dale: Changing World Order

Macro Voices

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Navigating Inflation and Economic Dynamics

This chapter explores the complexities of growth and inflation through a systematic macro framework, challenging the idea of returning to a 2% inflation rate. It examines factors like labor market changes and fiscal policies that impact inflation while forecasting persistent pressures and potential Federal Reserve policy shifts. Additionally, it analyzes the structural economic changes under the current administration, emphasizing how these influences affect treasury yields and market volatility.

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