The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)
Monetary Matters with Jack Farley
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Navigating Economic Uncertainty
This chapter explores the current economic landscape, highlighting concerns over growth and the potential for recession rather than inflation. It discusses the vulnerabilities in the labor market, consumer spending, and housing sectors, emphasizing the need for tactical hedging strategies. Additionally, the chapter examines the implications of tariffs, bond dynamics, and the shifting housing market due to demographic trends.
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