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22min chapter
The Credit Cycle Is Just Getting Started | Andreas Steno Larsen
Forward Guidance
Navigating Inflation and Global Trade Dynamics
This chapter explores the current landscape of inflation, highlighting the disinflation observed in the goods sector versus persistent inflation in services, particularly shelter costs. It also examines the implications of tariffs on global trade, market perceptions, and investment strategies for gold, while reflecting on the evolving economic conditions in both the U.S. and Europe. The discussion includes insights into credit creation, fiscal policies, and the factors influencing bond yields amid shifting market dynamics.
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