MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
Macro Voices
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Global Economic Slowdown and Market Dynamics
This chapter analyzes the global economic slowdown, highlighting the impact on credit markets and the U.S. bond market amid rising yields. It explores the evolving role of the People's Bank of China in providing liquidity and the shifting dynamics in gold and Bitcoin as hedges against inflation. The discussion emphasizes the interconnectedness of global liquidity, debt levels, and asset prices, illustrating the implications for financial markets.
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