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Headwinds & Tailwinds in the Housing Market (With Ivy Zelman)

On Investing

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Navigating Growth Scares and Inflation Worries in Treasury Markets

This chapter analyzes the conflicting forces of rising inflation expectations and slowing economic growth within the treasury market. It highlights how tariffs and immigration policies exacerbate these issues, suggesting the bond market's reaction may be an overcorrection, with treasury yields expected to stabilize barring any major shifts.

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