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Surveillance: Ricchiuto on Idiosyncratic Risk

Bloomberg Surveillance

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Global Political and Deflationary Forces vs Local Inflationary Forces

The chapter discusses the trade-off between global political forces and global deflationary forces versus local inflationary forces in various countries and how these impact the yield curve. It also talks about the use of Keynesian economics in response to COVID and expresses concerns about tightening policies based on real interest rates.

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