MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
Macro Voices
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What Does This Mean for Bond Markets?
The US has already spent more than $100 billion with a B in supporting the war in Ukraine. A conflict between the US and China either proxy through Taiwan or direct conflict with China may be coming as well, he says. If I'm right that there's going to be a new cycle of more war spending, what does that mean for the markets? "I find it incredible how far things like the NASDAQ have bounced back"
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