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7min chapter
Day Three Live from the Milken Institute Global Conference
Bloomberg Businessweek
Navigating Fiscal Stimulus and Economic Signals
The chapter explores the effects of fiscal spending on the economy amidst global central bank tightening, focusing on the US economy's resilience due to fiscal stimulus. It discusses inflationary pressures, the Fed's balancing act, and investment opportunities within this economic landscape. Additionally, concerns about Treasury market liquidity, the reliability of historical signals like the yield curve, and advice for cautious investor behavior in credit markets are covered.
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