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Global Yields Nearing A Breaking Point | Weekly Roundup

Forward Guidance

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Navigating Economic Uncertainties

This chapter examines the evolving economic landscape, highlighting the impact of shifting bond yields and mortgage rates on the housing market and growth forecasts for 2025. It discusses the challenges facing global markets, including the rise of the US dollar, liquidity constraints, and geopolitical tensions, while reflecting on historical economic patterns and fiscal policies. The narrative emphasizes the interconnectedness of various financial factors, presenting a cautious outlook on future economic stability and market dynamics.

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