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Fiscal Spending Is Having A FAR Bigger Impact Than Investors Realize | Kevin Muir, The Macro Tourist

Thoughtful Money with Adam Taggart

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Considerations for Future Inflation and Policy

The chapter discusses the importance of considering future inflation when setting policy, highlighting the decline in inflation swap rates and the impact of fiscal spending on the market. They analyze the potential benefits of bonds if inflation expectations decrease and discuss the outlook for bonds and inflation.

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