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Where Are We In The Bull Market? | Jurrien Timmer

Forward Guidance

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Inflation Dynamics and Investment Strategies

This chapter analyzes the implications of inflation reacceleration and its historical parallels to the late 1960s, emphasizing the relationship between interest rates and asset valuations. It explores the roles of gold and Bitcoin as potential monetary hedges in a landscape affected by loose fiscal and monetary policies. The discussion covers the impact of global debt levels, U.S. economic stability, and the potential shifts in fiscal policy on the dollar and alternative investments.

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