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A Path to Trade War Diffusion | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

Real Vision: Finance & Investing

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Economic Shifts and Market Reactions

This chapter explores the future of the US dollar amid changing tariff dynamics between the US and China, highlighting the implications of a weaker dollar. It also analyzes market responses to policy shifts, particularly in assets like Ethereum and oil, while reflecting on inflation expectations and consumer sentiment. The conversation emphasizes the interplay between retail and institutional investors, along with the impact of macroeconomic trends on various sectors.

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