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The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

EPISODE · Dec 4, 2024 · 1H 13M

The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

from Monetary Matters with Jack Farley · host Jack Farley

A stalwart of the “no recession” camp for many years, Juliette Declercq of JDI Research joins Jack to argue why she thinks that recession is now the greater risk than inflation for 2025 and beyond. Declercq argues that U.S. economy has been growing beyond organic levels by relying upon debt growth and immigration. She explains her bullish view on the dollar, the two-year note, and her views on stocks and bonds. Recorded on December 2, 2024. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Juliette Declercq on Twitter https://x.com/JulietteJDI Follow Jack Farley on Twitter https://x.com/JackFarley96

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The Macroeconomic Malaise | Juliette Declercq on Debt, Tariffs, Immigration, and Yield Curve

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