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On today’s show, we discuss:
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Here are the highlights from the Paul Tudor Jones interview with Goldman Sachs
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Data shows disconnect between Americans’ perceived financial strain and reality
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Inflation Has Cooled, but Americans Are Still Seething Over Prices
Charts:
Tweets:
— Bill (@wabuffo)
7:03 PM • Oct 22, 2024
BONDS
Many are misinterpreting recent price action. The move (from 3.6 to 4.25) in the 10-yr (post-Fed cut) does not signal a policy mistake.
Instead, it is the unwind of “recession insurance” buyers.
Conclusions from the 9/19 @3F_Research report below:
— Warren Pies (@WarrenPies)
2:13 PM • Oct 23, 2024
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