The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening
Monetary Matters with Jack Farley
00:00
Tariffs and Market Dynamics
This chapter examines the implications of tariffs introduced by the Trump administration, debating their potential impact on inflation and economic growth. The discussion highlights market reactions, liquidity factors, and concerns about the US economy's slowing momentum while emphasizing the dollar's strength as a safe haven. Additionally, the conversation delves into the evolving nature of fiscal policy, private sector liquidity, and the influence of new market issuances on asset classes.
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