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Monday, March 1, 2021

MacroVoices: #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

 Link:

  • Perspectives on mainstream deflationists adopting a new inflation view
  • Limits to excessive deficit spending and fiscal stimulus
  • Fiscal vs. Monetary dominance
  • Macro asset allocation strategy in fiscal dominance environment
  • Perspectives on the Fed’s yield control
  • U.S. broad money supply vs. Japanese broad money supply
  • Outlook on Gold and Bitcoin

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