Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
Macro Mondays
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Government Investments and Fiscal Stimulus Disparities in China, US, and Europe
The chapter compares and contrasts the government investments and fiscal stimulus strategies of China, the US, and Europe. It explores China's focus on boosting consumer sentiment through real estate support, Europe's challenges in backing its manufacturing sectors due to past crises, and the impact of Germany's fiscal policies. The discussion also delves into the economic situations in Europe, including input costs for German manufacturers and the divergence in producer prices between the US and Europe.
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