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289 · Alfonso Peccatiello (MacroAlf) - Beyond Being Right - A Shift to Framework Thinking

Chat With Traders

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Decoding Market Dynamics

This chapter examines the complex interplay between global liquidity and risk asset prices, specifically challenging the notion that increased liquidity always leads to higher stock prices. It further explores the impact of fiscal deficits on economic output, emphasizing the nuanced relationship between government spending and private sector wealth amid changing economic conditions.

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