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7min chapter
Ep. 232: Bob Elliott on US Recession Odds, Fed Policy and Equity Risks
Macro Hive Conversations With Bilal Hafeez
Monetary Policy Perspectives
This chapter examines the Bank of Japan's monetary policy through a Western lens, arguing that minor interest rate adjustments are irrelevant amid Japan's stable economic indicators. It also explores the robustness of the European economy, characterized by low unemployment and rising wage inflation, while addressing portfolio positioning amid conflicting asset pricing trends.
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Discover
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