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16min chapter
The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve
Monetary Matters with Jack Farley
Navigating Dollar Dynamics and Economic Outlook
This chapter explores the interplay between the strength of the U.S. dollar, American exceptionalism, and the performance of leading tech companies. It highlights the complexities of the current account balance and the skepticism surrounding the stock market's optimism amidst economic uncertainties. Additionally, the discussion examines the contrasting economic conditions in the U.S. and Europe, focusing on inflation, wage growth, and the potential risk of recession.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode