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Neil Shearing: What the Consensus Is Missing About the Current Economy

The Long View

CHAPTER

Emerging Markets Resilience and Global Economic Influences

This chapter explores the resilience of emerging markets to Fed interest rate hikes and how central banks in these economies have effectively managed inflation shocks. It also analyzes the current economic landscape, including the impact of the U.S. on global growth, the strength of the U.S. dollar, and potential implications of the 2024 election on trade routes, tariffs, and currency markets.

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