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Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup

Supply Shock

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Impact of Central Bank Policies on Currency Values and Industrial Goals

The chapter focuses on the easing policies of central banks and the anticipated weak dollar policy of the Fed. It discusses the implications of global currency movements on US re-industrialization efforts and the delicate balance between currency strength and industrial goals. The conversation also explores the effects of central banks entering easing cycles faster than the US on capital flows and potential scenarios for the economy.

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