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#1354 Darius Dale | Presidential Election Could Make Assets EXPLODE
The Pomp Podcast
Analysis of the Dollar's Impact on Global Liquidity and Market Dynamics
This chapter analyzes the significant breakout of the dollar due to sticky inflation, discussing its bullish status, countercyclical nature, and correlations to bond market and current market volatility. It emphasizes the shift in market focus from economic and stimulus factors to the stickiness of US inflation and the expected responses from the Fed and Treasury.
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