MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
Macro Voices
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Is the US Going to Maintain Control Over the Treasury Market?
High interest rate policy reduces the private sector's ability to make decisions. It increasingly guides you into frameworks where you have to ask, what does the government actually want me to do? That can mean everything ranging from a focus on rebuilding the US or this dynamic of onshoring.
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