
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
Macro Voices
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Capital Inflows in the Last Two Years Into the Usa Economy
It's been a perfect storm for everyone to park funds in the us. The dollar is going to be secularly challenged as a function of all this accumulated capital flow into the us. While you fast fort to where we're likely to be on the other side of the eventual dovish pivot, youll hafter. We've seen enough carnage f ante markets after we've seen enough of us grossodown that weighs on inflation statistics and inflation expectations.
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