The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)

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Tian Yang, CEO of Variant Perception, returns to Monetary Matters to share his thoughts on global imbalances that have been building in the monetary system for decades. He shares what his data-driven approach indicates about the U.S. Dollar, global equities, and more. He also explains the challenges he sees ahead for U.S. homebuilding companies. Recorded June 19, 2025.

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