How to trade the inflation schism
Macro Mondays
Fiscal Deficit and Geopolitical Challenges
This chapter analyzes the U.S. fiscal deficit's recent trends and the skepticism surrounding future targets, while also exploring geopolitical concerns regarding the Houthis and global shipping lanes. The conversation emphasizes the need for a diplomatic solution, particularly in light of the complexities surrounding the Yemeni conflict and the implications for regional stability and financial markets.
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