
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
UBS On-Air: Market Moves
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Analyzing Debt, Dollar Dynamics, and Investment Strategies
This chapter explores the implications of U.S. government debt and financing, highlighting President Trump's views on refinancing and interest rates. It discusses the potential benefits of a weak dollar for emerging markets and the importance of transitioning from cash to equities and real assets amidst financial repression.
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