Is It Time To Be Bullish? | Weekly Roundup
Supply Shock
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Economic Trends and Market Dynamics
This chapter examines the recent positive GDP print for Q2, suggesting a robust rebound in personal consumption and a potential end to economic slowdown fears. It discusses the implications of changing market trends, focusing on the shift from large-cap to small-cap earnings growth, and the influences of government spending on economic stability. Additionally, the chapter highlights the bond market's response to interest rate predictions and explores how political factors intertwine with monetary policy, particularly in election cycles.
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