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Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Lead-Lag Live

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The Importance of Liquidity in Small Caps

There's really no correlation at all when you go beyond two to three months. Our view is that the US economy was likely to remain resilient through to the end towards the end of 2023. We don't really have to price in the big bang that you and I both see coming like until, you know, kind of let's say Q3 or early Q4.

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