You Can’t Model Inflation (guest: Warren Pies)
The Market Huddle
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Navigating Market Shifts: Commodities vs. Bonds
This chapter provides a comprehensive analysis of recent changes in the commodities and bonds markets, particularly highlighting the Federal Reserve's strategic upgrades and downgrades. It explores the implications of shifting economic concerns from inflation to growth, examining how interest rates impact bond values and investor strategies. The discussion is enriched with insights on the labor market, particularly in residential construction, and the potential for future inflation trends amid evolving monetary policies.
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