WEFC | Billion-dollar Melt-Up
We are the MacroMicro Research team, here to unpack our weekly economic and financial commentary titled "Billion Dollar Melt-Up Meets Billionaire Meltdown." This episode explores three interconnected global financial shifts: the great decoupling in bond markets with diverging central bank policies, America's twin deficits and the Triffin Dilemma testing the dollar's dominance, and the US labor market slowdown linked to tariff uncertainty. We discuss the systemic risks of Japan's tightening policy, the enduring supremacy of US Treasuries despite challenges, and how these macro forces create "strategic paralysis" for businesses. Tune in for critical insights shaping global markets and policy decisions.
👉 Join MM Max — visit the WEFC page to download the full PDF presentation.
Note: The audio in this video was generated by Gemini and NotebookLM.
Sort by score from high to low
-
Not LoginHigher rate with more solid stars
-
{{ assess.created }}
MacroMicro
{{ assess.reply_updated }}
