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Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup

Supply Shock

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Navigating Financial Challenges and Market Dynamics

This chapter delves into the complexities surrounding US Treasuries, interest rate differentials, and the impact of fiscal deficits on Fed policies. It explores the resilience of Bitcoin, rising inflation's effects on bond portfolios, and market shifts towards active management amid changing financial conditions. Discussions on gold, commodity influences, Asian currencies, and the potential for crises provide a comprehensive analysis of current economic dynamics.

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