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MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

Macro Voices

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Is It Still Too Early?

Is it time to start worrying again about divestiture of US assets by foreign central banks? That's a view that I had more than 10 years ago and it turned out to be way too early. But it doesn't mean that you couldn't get quite a weak dollar, right? "I think what people don't understand is the nature of how the global funding pipelines are all connected," he says.

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