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Thoughts on the US economy, inflation and the dollar
There has been a lot of debate in the media that a huge fiscal stimulus in the United States will eventually lead to hyper inflation, which would make the US Treasuries and dollar to fall. However, the dollar has been strong for a long time and it still has maintained its “safe heaven” status. Is the dollar and US treasuries really that safe? Or are the US government bonds just overpriced junk bonds? I will give some thoughts on the US economic growth, inflation and the US dollar.
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