“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs
Monetary Matters with Jack Farley
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Tariffs, Bonds, and Economic Dynamics
This chapter explores the economic consequences of tariff policies and their volatility on business investments, alongside a discussion on fiscal dominance and its effects on bond markets. It examines historical contexts and how rising bond yields may affect both equity and housing markets while addressing potential inflationary pressures. The conversation raises concerns about the structural bear market in bonds and the increasing challenges the U.S. faces in securing funding amid shifting global economic dynamics.
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