MacroVoices #462 Luke Gromen: 2025 Outlook
Macro Voices
00:00
Navigating Economic Uncertainties
This chapter explores the unpredictable dynamics of risk markets and the economy, emphasizing a tumultuous forthcoming period influenced by policy changes from the Trump administration. It highlights the evolving roles of the U.S. dollar, gold, and Bitcoin amid potential de-dollarization trends, as well as the impact of fiscal policies on economic stability. Additionally, the discussion addresses concerns about rising treasury yields, inflation, and the effects of proposed tax cuts amidst a complex economic landscape.
Play episode from 05:17
Transcript
