Vibes vs data
Unhedged
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Market Reactions and Economic Indicators
This chapter analyzes the February market response to economic data, including the impact of soft indicators like the ISM estimates and Michigan Consumer Sentiment Survey. It highlights the contrasting perceptions of economic conditions between different political affiliations and the complexities of consumer behavior amidst rising inflation concerns. Additionally, the chapter discusses labor market stagnation and credit spreads as reflections of broader economic health and investor anxiety.
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