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.
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
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