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The Macro Outlook for 2025: BIG Moves Ahead ft. Julien Bittel from Global Macro Investor

Raoul Pal: The Journey Man

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Macroeconomic Outlook for 2025

This chapter examines the macroeconomic conditions expected in 2025, particularly the interplay between the dollar, bond yields, and economic growth. It highlights historical trends and current indicators, suggesting an optimistic recovery driven by easing financial conditions and rising confidence in manufacturing. The discussion also explores the implications of these dynamics for inflation, interest rates, and investment strategies, particularly concerning cryptocurrencies like Bitcoin.

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