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Why Initial Jobless Claims Could Blow Up the Stock Market

The Compound and Friends

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Dollar Dynamics and Global Investment Trends

This chapter analyzes fluctuations in the dollar's value due to monetary policy changes and global growth patterns, emphasizing the impact on corporate earnings. It discusses international investor sentiment regarding U.S. assets, the challenges posed by bond fund flows, and the confidence in various currencies. Additionally, the chapter explores the implications of fiscal stimulus on risk assets and the evolving competition for the dollar's reserve currency status amidst rising global interest in cryptocurrencies and alternative currencies.

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