Jon Turek
jturek18.bsky.social
Jon Turek
@jturek18.bsky.social
Macro
A non-trivial part of these post Trump fiscal announcements around the world is that capital exporters are effectively going to need their money back. Thats meaningful when US NIIP position is 80% of GDP.
March 10, 2025 at 5:03 PM
Reposted by Jon Turek
Reposted by Jon Turek
Good time to revisit
@jturek18.bsky.social’s “The Dollar’s Imperial Circle” with USD ripping www.newyorkfed.org/medialibrary...
www.newyorkfed.org
January 2, 2025 at 5:38 PM