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The Macro Trading Floor

CHAPTER

Dynamics of Treasury and Equity Markets

This chapter examines the flow of dollars into the U.S. treasury market compared to equities, focusing on the implications of foreign investments and U.S. policy strategies. It highlights the complexities of bond yields, inflation, and the interconnectedness of U.S. and European monetary policies, especially in light of rising inflation and employment challenges. Additionally, the chapter addresses European defense spending trends and currency volatility in Turkey, shedding light on global economic dynamics.

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